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Conning Inc.
|
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Boston Family Office Llc
|
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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|
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|
Matthew Goff Investment Advisor, LLC
|
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|
Xponance, Inc.
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|
Chapin Davis, Inc.
|
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Meritage Portfolio Management
|
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|
Cape Cod Five Cents Savings Bank
|
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|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
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|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
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|
|
Janney Capital Management LLC
|
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|
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|
Motco
|
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|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
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|
|
Invesco Ltd.
|
|
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
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|
Moloney Securities Asset Management, LLC
|
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Cyndeo Wealth Partners, LLC
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
Tenon Financial LLC
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|
Dixon Mitchell Investment Counsel Inc.
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Argentarii, LLC
|
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Meridian Wealth Management, LLC
|
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Legacy Wealth Managment, LLC/ID
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Sigma Planning Corp
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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|
Junto Capital Management LP
|
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Howard Bailey Securities, Llc
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Qtron Investments LLC
|
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|
Icon Wealth Advisors, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
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|
Lionstone Capital Management LLC
|
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|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class
|
|
|
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|
Disciplina Capital Management LLC
|
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|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
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|
|
Bdf-gestion
|
|
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
IHT Wealth Management, LLC
|
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|
Oddo Bhf Asset Management Sas
|
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CENTRAL TRUST Co
|
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Brookstone Capital Management
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
V-Square Quantitative Management LLC
|
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|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
Ninety One North America, Inc.
|
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|
Beck Mack & Oliver Llc
|
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|
PayPay Securities Corp
|
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|
GoalVest Advisory LLC
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
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|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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|
Harbor Investment Advisory, Llc
|
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Florida Financial Advisors, Llc
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
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|
GWM Advisors LLC
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
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|
SlateStone Wealth, LLC
|
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|
|
Nomura Holdings Inc
|
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|
Congress Asset Management Co /ma
|
|
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|
Accurate Wealth Management, LLC
|
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|
McIlrath & Eck, LLC
|
|
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|
Breakwater Capital Group
|
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
|
|
|
United Asset Strategies, Inc.
|
|
|
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|
Capital International Ltd /ca/
|
|
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|
Skye Global Management LP
|
|
|
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
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|
Beach Investment Counsel Inc/pa
|
|
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|
|
Moody National Bank Trust Division
|
|
|
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|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
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|
|
|
Abc Arbitrage Sa
|
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|
Hsbc Holdings Plc
|
|
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|
State of Alaska, Department of Revenue
|
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|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
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|
Systematic Alpha Investments, LLC
|
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
Silvercrest Asset Management Group Llc
|
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|
Rathbone Brothers plc
|
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|
Blume Capital Management, Inc.
|
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Sax Wealth Advisors, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
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|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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Boyd Watterson Asset Management Llc/oh
|
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|
Cornerstone Planning Group LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
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|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Maseco Llp
|
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Sequoia Financial Advisors, LLC
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
Cromwell Holdings LLC
|
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|
DiNuzzo Private Wealth, Inc.
|
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CLARET ASSET MANAGEMENT Corp
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
State of New Jersey Common Pension Fund D
|
|
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Virtus Investment Advisers, Inc.
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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Police & Firemen's Retirement System of New Jersey
|
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Midwest Trust Co
|
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Dudley Capital Management, Llc
|
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Flossbach Von Storch Ag
|
|
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Bangor Savings Bank
|
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
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|
PAX Financial Group, LLC
|
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|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
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Millstone Evans Group, LLC
|
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Select Equity Group, L.P.
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Woodstock Corp
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
Sowell Financial Services LLC
|
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|
Citigroup Inc
|
|
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|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Venturi Wealth Management, LLC
|
|
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|
Summit Wealth Group Llc / Co
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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aeris Capital Holding GmbH
|
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|
Edgewood Management Llc
|
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|
Brooklands Fund Management Ltd
|
|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
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|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
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|
Country Trust Bank
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Claar Advisors LLC
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
University Of Chicago
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
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|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
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|
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|
Ramirez Asset Management, Inc.
|
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|
Divergent Planning, LLC
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Formidable Asset Management, LLC
|
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|
Banque Cantonale Vaudoise
|
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|
Cypress Funds Llc
|
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|
High Probability Advisors, LLC
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|
RMB Capital Management, LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Wedmont Private Capital
|
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|
Riverbridge Partners Llc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Norges Bank
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
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|
Sather Financial Group Inc
|
|
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|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
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|
Elo Mutual Pension Insurance Co
|
|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Barclays Plc
|
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|
Robeco Institutional Asset Management B.V.
|
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Prudent Man Advisors, LLC
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BTG Pactual Asset Management US LLC
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CBIZ Investment Advisory Services, LLC
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
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|
Blackrock Science & Technology Trust
|
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Artisan Partners Limited Partnership
|
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KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Cypress Capital Group
|
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Nelson Capital Management, LLC
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Arlington Trust Co LLC
|
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ArrowMark Colorado Holdings LLC
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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|
Equitable Trust Co
|
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LRI Investments, LLC
|
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Nomura Asset Management Co Ltd
|
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Compagnie Lombard Odier SCmA
|
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AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
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|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Bailard, Inc.
|
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Signaturefd, Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
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Milestones Administradora de Recursos Ltda.
|
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Interchange Capital Partners, LLC
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Manufacturers Life Insurance Company, The
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
Rothschild & Co Wealth Management UK Ltd
|
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|
Eagle Wealth Strategies Llc
|
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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|
First National Trust Co
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
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|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Landscape Capital Management, L.l.c.
|
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Marex Group plc
|
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Financial Advisors Network, Inc.
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Vestmark Advisory Solutions, Inc.
|
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Sagespring Wealth Partners, Llc
|
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|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
UBS Group AG
|
|
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|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
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|
Soltis Investment Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
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|
Marcum Wealth, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
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|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
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|
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|
Copperwynd Financial, LLC
|
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|
|
Western Wealth Management, LLC
|
|
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|
|
Kampmann Melissa S.
|
|
|
|
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|
Elm3 Financial Group, LLC
|
|
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|
Colony Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
PBCay One RSC Ltd
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Bls Capital Fondsmaeglerselskab A/s
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
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Halbert Hargrove Global Advisors, Llc
|
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|
Peak6 Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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|
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|
|
Seacrest Wealth Management, Llc
|
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|
Raymond James Financial Inc
|
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|
Tandem Capital Management Corp /adv
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
BLI - Banque de Luxembourg Investments
|
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
California State Teachers Retirement System
|
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|
Indiana Trust & Investment Management CO
|
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FIL Ltd
|
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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|
Postrock Partners Llc
|
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|
Gsa Capital Partners Llp
|
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|
CIBC Private Wealth Group, LLC
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
Achmea Investment Management B.V.
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Trexquant Investment LP
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Clifford Swan Investment Counsel Llc
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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PFS Partners, LLC
|
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Centiva Capital, LP
|
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Aureus Asset Management, LLC
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RFG Advisory, LLC
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|
Nordea Investment Management Ab
|
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Aspiriant, Llc
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
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Mission Wealth Management, Lp
|
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|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
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|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Meiji Yasuda Life Insurance Co
|
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|
M&G Plc
|
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Oppenheimer & Co Inc
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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|
Brady Family Wealth, Llc
|
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ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Capstone Investment Advisors, Llc
|
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Arcadia Investment Management Corp/mi
|
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Swedbank AB
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Resources Investment Advisors, LLC.
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
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|
Ewa, Llc
|
|
|
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|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
South Plains Financial, Inc.
|
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BankPlus Trust Department
|
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|
Capital International Sarl
|
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|
Smith, Moore & Co.
|
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|
Wynn Capital, LLC
|
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|
3Chopt Investment Partners, LLC
|
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|
Duncker Streett & Co Inc
|
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|
Childress Capital Advisors, Llc
|
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|
Crestmont Private Wealth LLC
|
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|
Fulton Bank, N.a.
|
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|
Nvwm, Llc
|
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|
Fortitude Family Office, LLC
|
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|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
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|
|
Shell Asset Management Co
|
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|
Neville Rodie & Shaw Inc
|
|
|
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|
Investment Management Corp of Ontario
|
|
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|
Point72 Europe (London) LLP
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
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|
|
Payden & Rygel
|
|
|
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|
Smith, Salley & Associates
|
|
|
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|
HighTower Advisors, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
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|
|
Legacy Investment Solutions, LLC
|
|
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|
|
JB Capital LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
BSN Capital Partners Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
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|
CHICAGO TRUST Co NA
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
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|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
StonePine Asset Management Inc.
|
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|
Sentinel Trust Co Lba
|
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Alpine Bank Wealth Management
|
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|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
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|
Gotham Asset Management, LLC
|
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|
Davis-rea Ltd.
|
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|
Concord Asset Management, LLC/VA
|
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|
Salomon & Ludwin, LLC
|
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|
Harbor Advisors LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
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|
Integris Wealth Management, LLC
|
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|
Richard Bernstein Advisors LLC
|
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|
|
Nuveen Core Equity Alpha Fund
|
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|
Kinneret Advisory, LLC
|
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Mountain Pacific Investment Advisers Inc/id
|
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Wedge Capital Management L L P/nc
|
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Courage Miller Partners, LLC
|
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|
|
|
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SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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|
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|
CoreFirst Bank & Trust
|
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|
|
|
Index Fund Advisors, Inc.
|
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Pinnacle Wealth Planning Services, Inc.
|
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Quadrant Capital Group Llc
|
|
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|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
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|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
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|
Intech Investment Management Llc
|
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|
MRP Capital Investments, LLC
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Murphy & Mullick Capital Management Corp
|
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Keybank National Association/oh
|
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Ghe, Llc
|
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Portfolio Design Labs, LLC
|
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
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Montag A & Associates Inc
|
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Park Place Capital Corp
|
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Vaughan David Investments Inc/il
|
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Country Club Bank /gfn
|
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Titan Global Capital Management Usa Llc
|
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Pnc Financial Services Group, Inc.
|
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KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
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|
Summit Trail Advisors, Llc
|
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Impact Investors, Inc
|
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|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
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|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
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River Wealth Advisors LLC
|
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Mizuho Securities Usa Llc
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
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|
Vista Wealth Management Group, LLC
|
|
|
|
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|
Canandaigua National Bank & Trust Co
|
|
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|
Joel Isaacson & Co., LLC
|
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|
Ownership Capital B.V.
|
|
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|
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|
Benchmark Investment Advisors LLC
|
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|
MGB Wealth Management, LLC
|
|
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|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
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|
|
California Public Employees Retirement System
|
|
|
|
|
|
Rational Advisors Llc
|
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|
|
|
Fisher Asset Management, LLC
|
|
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
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|
Skopos Labs, Inc.
|
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|
|
BlackRock, Inc.
|
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|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Milestone Resources Group Ltd
|
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|
|
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|
Pacer Advisors, Inc.
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
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|
RBF Capital, LLC
|
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|
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|
Great Diamond Partners, LLC
|
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|
Eaton Vance Enhanced Equity Income Fund Ii
|
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|
Sierra Ocean, Llc
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Corsair Capital Management, L.p.
|
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|
GAM Holding AG
|
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Vista Cima Wealth Management LLC
|
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Stifel Financial Corp
|
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FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Busey Wealth Management
|
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|
Whitener Capital Management, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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|
Federated Hermes, Inc.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Mackenzie Financial Corp
|
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|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
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|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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Janney Montgomery Scott LLC
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Canopy Partners, LLC
|
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|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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|
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
|
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|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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|
|
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|
Avalon Trust Co
|
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Private Wealth Partners, LLC
|
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UniSuper Management Pty Ltd
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Navellier & Associates Inc
|
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|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
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|
Vestcor Inc
|
|
|
|
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|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Azimuth Capital Investment Management LLC
|
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Stegent Equity Advisors, Inc.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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VeraBank, N.A.
|
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GuoLine Advisory Pte Ltd
|
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PFG Advisors
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Capital International Inc /ca/
|
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|
KC Investment Advisors, LLC
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
Tritonpoint Wealth, Llc
|
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|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
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|
Omnia Family Wealth, LLC
|
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|
K.J. Harrison & Partners Inc
|
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Taurus Asset Management, Llc
|
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Sumitomo Life Insurance Co
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
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|
Portman Square Capital LLP
|
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|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
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|
Prime Capital Investment Advisors, LLC
|
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FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
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|
Tema Etfs Llc
|
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|
Canoe Financial LP
|
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|
Affinity Capital Advisors, LLC
|
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Round Hill Asset Management
|
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Capula Management Ltd
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
Voleon Capital Management Lp
|
|
|
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|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
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|
|
Pineridge Advisors LLC
|
|
|
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|
|
Fiduciary Trust Co
|
|
|
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|
|
Platform Technology Partners
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
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|
|
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|
Seeds Investor Llc
|
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|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
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|
Assetmark, Inc
|
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|
Zacks Investment Management
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
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|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
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|
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|
CTC Alternative Strategies, Ltd.
|
|
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
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|
Coastal Investment Advisors, Inc.
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
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|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
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|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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|
PrairieView Partners, LLC
|
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Forum Financial Management, LP
|
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Bank of New York Mellon Corp
|
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
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|
American Century Companies Inc
|
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|
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Richard W. Paul & Associates, LLC
|
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|
|
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|
Atlas Legacy Advisors, LLC
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
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|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
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|
Totem Point Management, LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
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|
Trillium Asset Management, Llc
|
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Barlow Wealth Partners, Inc.
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Horizon Investments, LLC
|
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Mizuho Markets Americas Llc
|
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|
Longview Partners (Guernsey) LTD
|
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USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
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|
West Michigan Advisors, Llc
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Bellwether Advisors, LLC
|
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|
Bowen Hanes & Co Inc
|
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|
Bank of Jackson Hole Trust
|
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|
Mattern Wealth Management LLC
|
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|
Atria Investments Llc
|
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|
Pinnacle Associates Ltd
|
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|
Gamco Investors, Inc. Et Al
|
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|
AAFMAA Wealth Management & Trust LLC
|
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|
Promus Capital, LLC
|
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|
Tounjian Advisory Partners, Llc
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
StoneX Group Inc.
|
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|
Ubs Asset Management Americas Inc
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
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|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
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|
Perbak Capital Partners LLP
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
CIBC Asset Management Inc
|
|
|
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|
|
Ironwood Investment Management Llc
|
|
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|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
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|
|
Synergy Financial Management, LLC
|
|
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|
|
Coastal Bridge Advisors, LLC
|
|
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|
|
Yousif Capital Management, Llc
|
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|
|
James Hambro & Partners
|
|
|
|
|
|
Rise Advisors, LLC
|
|
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|
|
Americana Partners, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Northcape Capital Pty Ltd
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Mount Capital Ltd
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Bluegrass Capital Partners LP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
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|
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|
Bouchey Financial Group Ltd
|
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Beacon Capital Management, LLC
|
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Hudson Way Capital Management LLC
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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|
|
|
FCIRX - MAINSTAY FUNDS TRUST - MainStay PineStone International Equity Fund Class A
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Fortis Group Advisors, LLC
|
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BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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OV Management LLC
|
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|
High Note Wealth, LLC
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Revisor Wealth Management LLC
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Smartleaf Asset Management LLC
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Evoke Wealth, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Whittier Trust Co
|
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Enterprise Financial Services Corp
|
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Transce3nd, LLC
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BLB&B Advisors, LLC
|
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Arkadios Wealth Advisors
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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|
Bank of New Hampshire
|
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Paulson Wealth Management Inc.
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Advisory Services Network, LLC
|
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Bowie Capital Management, LLC
|
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Capital Advisors, Ltd. LLC
|
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Capital International Investors
|
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Public Sector Pension Investment Board
|
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Tiaa Trust, National Association
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Diversified Trust Co
|
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Tyche Wealth Partners LLC
|
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Comprehensive Financial Consultants Institutional, Inc.
|
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Bogart Wealth, LLC
|
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Hancock Whitney Corp
|
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Goodman Advisory Group, LLC
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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SGL Investment Advisors, Inc.
|
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Miracle Mile Advisors, LLC
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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Aegon Asset Management Uk Plc
|
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Nicholas Company, Inc.
|
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CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
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Cyrus J. Lawrence, LLC
|
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FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
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|
Factorial Partners, Llc
|
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Turtle Creek Wealth Advisors, LLC
|
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Canada Pension Plan Investment Board
|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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Burney Co/
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Whitford Management LLC
|
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Picton Mahoney Asset Management
|
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Eisler Capital Management Ltd.
|
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Rossby Financial, LCC
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
|
Summit Financial, LLC
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
Northwest Bancshares, Inc.
|
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|
Legacy Financial Advisors, Inc.
|
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Jackson Square Partners, LLC
|
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Railway Pension Investments Ltd
|
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Value Partners Investments Inc.
|
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BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
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|
|
Dogwood Wealth Management LLC
|
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|
Ellevest, Inc.
|
|
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|
Meeder Advisory Services, Inc.
|
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
Kempen Capital Management N.v.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
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|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
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|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
My Legacy Advisors, LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Hardy Reed LLC
|
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Israel Discount Bank of New York
|
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
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|
Bellecapital International Ltd.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
Campbell Newman Asset Management Inc
|
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Ironvine Capital Partners, LLC
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Flagship Harbor Advisors, Llc
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City Holding Co
|
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Centricity Wealth Management, LLC
|
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SageView Advisory Group, LLC
|
|
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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West Family Investments, Inc.
|
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Catalyst Financial Partners Llc
|
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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DRW Securities, LLC
|
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Lazard Freres Gestion S.A.S.
|
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SRN Advisors, LLC
|
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GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A
|
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Cigna Investments Inc /new
|
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Gen-Wealth Partners Inc
|
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Gitterman Wealth Management, LLC
|
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Shepherd Financial Partners LLC
|
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Romano Brothers And Company
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Bridgefront Capital, LLC
|
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Gabelli Dividend & Income Trust
|
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Freestone Grove Partners LP
|
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EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
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Cassaday & Co Wealth Management LLC
|
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Weitz Investment Management, Inc.
|
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Liberty One Investment Management, Llc
|
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Agf Management Ltd
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Jane Street Group, Llc
|
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Banque Transatlantique SA
|
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Montecito Bank & Trust
|
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Addison Advisors LLC
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FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
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Korea Investment CORP
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Moss Adams Wealth Advisors LLC
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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AlTi Global, Inc.
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Blue Zone Wealth Advisors, LLC
|
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Ayrshire Capital Management LLC
|
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Prevail Innovative Wealth Advisors, Llc
|
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FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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IMS Capital Management
|
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Blair William & Co/il
|
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SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
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Rockefeller Capital Management L.P.
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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MAI Capital Management
|
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Gabelli Equity Trust Inc
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Harwood Advisory Group, LLC
|
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Nissay Asset Management Corp /japan/ /adv
|
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Point72 Asset Management, L.P.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Bare Financial Services, Inc
|
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|
Ritholtz Wealth Management
|
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Laurus Investment Counsel Inc.
|
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
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|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
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|
Lord, Abbett & Co. Llc
|
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|
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|
BKD Wealth Advisors, LLC
|
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
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|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
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|
|
|
Prana Capital Management, LP
|
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|
|
Nicolet Bankshares Inc
|
|
|
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|
|
Mattern Capital Management, Llc
|
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|
|
Bridgewater Associates, LP
|
|
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|
|
Teza Capital Management LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Gates Capital Management, Inc.
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
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|
|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
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|
Aviva Plc
|
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|
Partners Wealth Management, Llc
|
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|
Varma Mutual Pension Insurance Co
|
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|
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|
Windmill Hill Asset Management Ltd
|
|
|
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|
Richardson Capital Management LLC
|
|
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|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
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|
Riverwater Partners LLC
|
|
|
|
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|
Arthur M. Cohen & Associates, Llc
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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|
Stone Run Capital, Llc
|
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|
Siemens Fonds Invest GmbH
|
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AMS Capital Ltda
|
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Snowden Capital Advisors LLC
|
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
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|
|
Mendota Financial Group, LLC
|
|
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
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|
|
|
|
Sound Financial Strategies Group, LLC
|
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|
|
|
Moors & Cabot, Inc.
|
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|
Wayfinding Financial, LLC
|
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|
Bell Investment Advisors, Inc
|
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CBOE Vest Financial, LLC
|
|
|
|
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|
State of Wyoming
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
|
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|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
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|
|
|
Radnor Capital Management, LLC
|
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|
Nbc Securities, Inc.
|
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|
First Merchants Corp
|
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Boothbay Fund Management, Llc
|
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|
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|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
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|
|
Biltmore Family Office, LLC
|
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|
Founders Financial Alliance, LLC
|
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|
Graypoint LLC
|
|
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|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
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|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
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|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
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|
CoreCap Advisors, LLC
|
|
|
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|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
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|
|
|
D'Orazio & Associates, Inc.
|
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|
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|
Spinnaker Trust
|
|
|
|
|
|
Intrust Bank Na
|
|
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|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
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|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
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|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Atalan Capital Partners, LP
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
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|
Glenmede Investment Management, LP
|
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|
|
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|
Two Sigma Advisers, Lp
|
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|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
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|
|
Rockingstone Advisors LLC
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
Oakworth Capital, Inc.
|
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|
Private Trust Co Na
|
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|
Tilia Fiduciary Partners, Inc.
|
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|
HWG Holdings LP
|
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|
Rafferty Asset Management, LLC
|
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May Hill Capital, LLC
|
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|
Sunflower Bank, N.A.
|
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|
Whipplewood Advisors, LLC
|
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|
Noble Wealth Management PBC
|
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|
Friedenthal Financial
|
|
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|
Maryland State Retirement & Pension System
|
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
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|
Cantillon Capital Management Llc
|
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VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
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|
Transcend Wealth Collective, Llc
|
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GenTrust, LLC
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
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|
Moisand Fitzgerald Tamayo, LLC
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
AdvisorNet Financial, Inc
|
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TrueWealth Advisors, LLC
|
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
|
|
|
HighMark Wealth Management LLC
|
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|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
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Smallwood Wealth Investment Management, LLC
|
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|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Values First Advisors, Inc.
|
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TFR Capital, LLC.
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Granite Investment Partners, LLC
|
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|
|
Mjp Associates Inc /adv
|
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|
Maven Securities LTD
|
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Traub Capital Management LLC
|
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|
Hartford Investment Management Co
|
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|
SRS Capital Advisors, Inc.
|
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WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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|
Kirtland Hills Capital Management, Llc
|
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|
Signet Investment Advisory Group, Inc.
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
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|
Washington Trust Advisors, Inc.
|
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|
Axxcess Wealth Management, Llc
|
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|
Principal Securities, Inc.
|
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United Capital Financial Advisers, Llc
|
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|
Bretton Capital Management, LLC
|
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Snider Financial Group
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
AGH Wealth Advisors, LLC
|
|
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|
WealthPlan Investment Management, LLC
|
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|
Schmidt P J Investment Management Inc
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Davis Capital Management
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
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|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
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|
|
Greenspring Advisors, LLC
|
|
|
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|
Ingalls & Snyder Llc
|
|
|
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|
|
Kilter Group LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
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Mutual Of America Capital Management Llc
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Walkner Condon Financial Advisors LLC
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Burkett Financial Services, Llc
|
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|
Osterweis Capital Management Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
Marks Group Wealth Management, Inc
|
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|
Fulton Breakefield Broenniman Llc
|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
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|
Argonautica Private Wealth Management, Inc
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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|
SevenBridge Financial Group, LLC
|
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|
Pekin Hardy Strauss, Inc.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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|
National Asset Management, Inc.
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Kingswood Wealth Advisors, Llc
|
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AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
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|
Teacher Retirement System Of Texas
|
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Quest Investment Management Llc
|
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Mirae Asset Global Investments Co., Ltd.
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First National Bank of Mount Dora, Trust Investment Services
|
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Walleye Trading LLC
|
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AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
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|
Elgethun Capital Management
|
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Gladstone Institutional Advisory LLC
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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MetLife Investment Management, LLC
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
Massachusetts Financial Services Co /ma/
|
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Quaker Wealth Management, LLC
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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|
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|
Susquehanna International Group, Llp
|
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|
Paragon Private Wealth Management, LLC
|
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HHM Wealth Advisors, LLC
|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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|
Painted Porch Advisors LLC
|
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Geode Capital Management, Llc
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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LGT Group Foundation
|
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Ameritas Investment Partners, Inc.
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DHJJ Financial Advisors, Ltd.
|
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Colonial River Wealth Management, LLC
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Badgley Phelps Wealth Managers, LLC
|
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Itau Unibanco Holding S.A.
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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LKEQX - LKCM Funds - LKCM Equity Fund
|
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Stuart Chaussee & Associates, Inc.
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Cidel Asset Management Inc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Modern Wealth Management, LLC
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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Roundview Capital LLC
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Gryphon Financial Partners LLC
|
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Zrc Wealth Management, Llc
|
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LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
|
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Amalgamated Bank
|
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Victory Financial Group, Llc
|
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Leo Wealth, LLC
|
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|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Moneta Group Investment Advisors Llc
|
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|
Louisiana State Employees Retirement System
|
|
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|
Vancity Investment Management Ltd
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Lindbrook Capital, Llc
|
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|
Atria Wealth Solutions, Inc.
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
Trust Point Inc.
|
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|
Oppenheimer Asset Management Inc.
|
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|
Capital Planning Advisors, LLC
|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
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|
Camrose Capital Investment Partners LLP
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
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|
Jefferies Financial Group Inc.
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
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|
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|
Eos Management, L.P.
|
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|
Ancora Advisors, LLC
|
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|
|
YANKCOM Partnership
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
TCI Fund Management Ltd
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Coalescence Partners Investment Management, LP
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
LB Partners LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
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Ashton Thomas Private Wealth, LLC
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Cozad Asset Management Inc
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Universal- Beteiligungs- und Servicegesellschaft mbH
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
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Aptus Capital Advisors, LLC
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
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Parr Mcknight Wealth Management Group, Llc
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Virtue Capital Management, LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Cornerstone Total Return Fund Inc
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Blackrock Enhanced Capital & Income Fund, Inc.
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Farther Finance Advisors, LLC
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Avion Wealth
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
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LeConte Wealth Management, LLC
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UMA Financial Services, Inc.
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Savvy Advisors, Inc.
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Algert Global Llc
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
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Bristol John W & Co Inc /ny/
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Washington Trust Bank
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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Phillips Wealth Planners LLC
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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CCLA Investment Management Ltd
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FT Vest Hedged Equity Income Fund: Series A2
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GURU - Global X Funds - Global X Guru Index ETF
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
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Wolff Wiese Magana Llc
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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Wiley Bros.-aintree Capital, Llc
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LifePlan Financial, LLC
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Bleakley Financial Group, LLC
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Dark Forest Capital Management Lp
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Great Valley Advisor Group, Inc.
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Lombard Odier Asset Management (Europe) Ltd
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Ridgewood Investments LLC
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BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Mariner, LLC
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
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Creative Capital Management Investments LLC
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EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Geneos Wealth Management Inc.
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Deseret Mutual Benefit Administrators
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Cutler Investment Counsel Llc
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Rockline Wealth Management, LLC
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Ledyard National Bank
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Phoenix Holdings Ltd.
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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Bedrijfstakpensioenfonds Voor De Media Pno
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Advisory Alpha, LLC
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FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Archer Investment Corp
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Hudson Bay Capital Management LP
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Olstein Capital Management, L.P.
|
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Glenview Trust Co
|
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Congress Wealth Management LLC / DE /
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Great Lakes Advisors, Llc
|
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Ariadne Wealth Management, LP
|
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Segment Wealth Management, LLC
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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Goldstream Capital Management Ltd
|
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Greenland Capital Management LP
|
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Banco BTG Pactual S.A.
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Aqr Capital Management Llc
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Bamco Inc /ny/
|
|
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|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Sepio Capital, LP
|
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|
Foster Victor Wealth Advisors, LLC
|
|
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|
Sandhill Capital Partners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
