|
Engineers Gate Manager LP
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
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|
Northwest & Ethical Investments L.P.
|
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|
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|
Forsta Ap-fonden
|
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|
|
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|
United Capital Financial Advisers, Llc
|
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|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
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|
|
Fruth Investment Management
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Foundation Resource Management Inc
|
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|
WNY Asset Management, LLC
|
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|
October Effect Ltd
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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|
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|
Jacobsen Capital Management
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
FDx Advisors, Inc.
|
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|
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
Diversify Wealth Management, Llc
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Pacifica Partners Inc.
|
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Investment Partners, Ltd.
|
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US Asset Management LLC
|
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|
Foster Group, Inc.
|
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Sand Hill Global Advisors, LLC
|
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|
Boston Family Office Llc
|
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|
Princeton Global Asset Management LLC
|
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
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|
|
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|
Waycross Partners, Llc
|
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|
Allianzgi Diversified Income & Convertible Fund
|
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|
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|
Keynote Financial Services Llc
|
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|
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|
Central Bank & Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
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|
Zrc Wealth Management, Llc
|
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|
Confluence Investment Management Llc
|
|
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|
Simmons Bank
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
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|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
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|
Synergy Financial Management, LLC
|
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|
LVW Advisors, LLC
|
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|
Clear Street Markets Llc
|
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
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|
LGT Fund Management Co Ltd.
|
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|
Manchester Capital Management LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
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|
|
|
Synovus Financial Corp
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Tekla Life Sciences Investors
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
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Sei Investments Co
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
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|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
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|
Bill Few Associates, Inc.
|
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|
Beech Hill Advisors, Inc.
|
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|
Waters Parkerson & Co., Llc
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
|
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Capital Counsel Llc/ny
|
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|
|
First PREMIER Bank
|
|
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
Alps Advisors Inc
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Grimes & Company, Inc.
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Albion Financial Group /ut
|
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|
Pictet & Cie (Europe) SA
|
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|
North Star Investment Management Corp.
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
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|
Signature Resources Capital Management, LLC
|
|
|
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|
Paradigm Asset Management Co Llc
|
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
|
St. Louis Trust Co
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
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|
Meyer Handelman Co
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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|
Summit Global Investments
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
ASB Consultores, LLC
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
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|
Willner & Heller, Llc
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
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|
|
PFG Investments, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
Nexus Investment Management ULC
|
|
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|
|
Hollencrest Capital Management
|
|
|
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|
Kingsview Wealth Management, LLC
|
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|
Mutual Of America Capital Management Llc
|
|
|
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|
|
BSW Wealth Partners
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
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|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
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|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
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|
|
AA Financial Advisors, LLC
|
|
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
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|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
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|
IMC-Chicago, LLC
|
|
|
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|
Thoroughbred Financial Services, Llc
|
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|
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|
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
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|
|
Pine Haven Investment Counsel, Inc
|
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|
Dynamic Wealth Strategies, LLC
|
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|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
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|
|
Private Wealth Management Group, LLC
|
|
|
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|
Werba Rubin Papier Wealth Management
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
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|
HighMark Wealth Management LLC
|
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|
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|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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Key FInancial Inc
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Arlington Financial Advisors, LLC
|
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Hennion & Walsh Asset Management, Inc.
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Nwam Llc
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
PDS Planning, Inc
|
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Binnacle Investments Inc
|
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Great Valley Advisor Group, Inc.
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
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|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
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Keeler & Nadler Financial Planning & Wealth Management
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Crews Bank & Trust
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
AdvisorNet Financial, Inc
|
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Parkworth Wealth Management, Inc.
|
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Northcape Wealth Management, Llc
|
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New York State Teachers Retirement System
|
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Parvin Asset Management, LLC
|
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Itau Unibanco Holding S.A.
|
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Summit X, LLC
|
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Hemington Wealth Management
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Gabelli Equity Trust Inc
|
|
|
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|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
Bank Of Hawaii
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
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|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
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|
|
Callan Family Office, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
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|
|
Nautilus Advisors LLC
|
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|
|
Planned Solutions, Inc.
|
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|
Encompass More Asset Management
|
|
|
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|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
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|
|
MOKAN Wealth Management Inc.
|
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
Byrne Asset Management LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
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|
Peak6 Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
TT International Asset Management LTD
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
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|
Aegon Asset Management Uk Plc
|
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|
Inscription Capital, LLC
|
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|
Silver Coast Investments LLC
|
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|
Twin Capital Management Inc
|
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|
NWK Group, Inc.
|
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Regions Financial Corp
|
|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
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|
Advisor Group Holdings, Inc.
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
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|
|
VERITY Wealth Advisors
|
|
|
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|
Jamison Private Wealth Management, Inc.
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
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|
Geneos Wealth Management Inc.
|
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Ossiam
|
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Nan Shan Life Insurance Co., Ltd.
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Tema Etfs Llc
|
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Barclays Plc
|
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Spire Wealth Management
|
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Jackson Wealth Management, LLC
|
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|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
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|
Ethos Financial Group, LLC
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Mizuho Securities Usa Llc
|
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Clear Creek Financial Management, LLC
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OneAscent Investment Solutions LLC
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North Forty Two & Co.
|
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Kcm Investment Advisors Llc
|
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McGlone Suttner Wealth Management, Inc.
|
|
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|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
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SILVER OAK SECURITIES, Inc
|
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Spartan Planning & Wealth Management
|
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Cookson Peirce & Co Inc
|
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Acadian Asset Management Llc
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Hudson Bay Capital Management LP
|
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Nisa Investment Advisors, Llc
|
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FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
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|
Uhlmann Price Securities, Llc
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
American National Bank
|
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|
Woodline Partners LP
|
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Westover Capital Advisors, LLC
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Bank of Jackson Hole Trust
|
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|
First Financial Bankshares Inc
|
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NewSquare Capital LLC
|
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|
Stephens Consulting, LLC
|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Graney & King, LLC
|
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|
Fortem Financial Group, Llc
|
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|
Pure Financial Advisors, Inc.
|
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|
CapWealth Advisors, LLC
|
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Western Wealth Management, LLC
|
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CPA Asset Management LLC
|
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Neuberger Berman Group LLC
|
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111 Capital
|
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|
Linden Thomas Advisory Services, LLC
|
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|
Keybank National Association/oh
|
|
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IFM Investors Pty Ltd
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
Magnolia Capital Advisors Llc
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
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|
Torno Capital, Llc
|
|
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|
Global Trust Asset Management, LLC
|
|
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|
Mendel Money Management
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
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|
|
Revolve Wealth Partners, LLC
|
|
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|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
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|
Cromwell Holdings LLC
|
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|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
|
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|
ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
|
|
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|
Sectoral Asset Management Inc
|
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Norinchukin Bank, The
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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First National Bank of Mount Dora, Trust Investment Services
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Nearwater Capital Markets, Ltd
|
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Nia Impact Advisors, Llc
|
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Stephenson National Bank & Trust
|
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
West Family Investments, Inc.
|
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Core Wealth Partners LLC
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Harbour Investments, Inc.
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Ubs Oconnor Llc
|
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Eagle Strategies LLC
|
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Candriam Luxembourg S.C.A.
|
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Verition Fund Management LLC
|
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Net Worth Advisory Group
|
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NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
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Obermeyer Wood Investment Counsel, Lllp
|
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Sivik Global Healthcare LLC
|
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Tsfg, Llc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Arvest Bank Trust Division
|
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TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
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Trifecta Capital Advisors, LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Franklin Street Advisors Inc /nc
|
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|
Atomi Financial Group, Inc.
|
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Delta Accumulation, LLC
|
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Knights of Columbus Asset Advisors LLC
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Park Square Financial Group, LLC
|
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SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
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Robertson Stephens Wealth Management, LLC
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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|
Roberts Glore & Co Inc /il/
|
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|
Hollow Brook Wealth Management LLC
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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Shelter Mutual Insurance Co
|
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Oak Harbor Wealth Partners, Llc
|
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
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DJE Kapital AG
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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|
Huntington National Bank
|
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Vermillion Wealth Management, Inc.
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Fiduciary Alliance LLC
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Smallwood Wealth Investment Management, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
Channing Capital Management, LLC
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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Achmea Investment Management B.V.
|
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Klingenstein Fields & Co Lp
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Shelton Capital Management
|
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Flagship Harbor Advisors, Llc
|
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1832 Asset Management L.P.
|
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Marco Investment Management Llc
|
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|
Catalio Capital Management, LP
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Cullen Investment Group, Ltd.
|
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|
Blackrock Health Sciences Trust
|
|
|
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|
Gilbert & Cook, Inc.
|
|
|
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|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
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|
|
Intact Investment Management Inc.
|
|
|
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|
|
GoalVest Advisory LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
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|
IFS Advisors, LLC
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|
Ostrum Asset Management
|
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|
Elo Mutual Pension Insurance Co
|
|
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|
Prudent Man Investment Management, Inc.
|
|
|
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|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
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|
LGT Financial Advisors LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
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|
|
Bigelow Investment Advisors, LLC
|
|
|
|
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|
Westwood Holdings Group Inc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
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|
|
Versant Capital Management, Inc
|
|
|
|
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PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
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|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
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|
Roman Butler Fullerton & Co
|
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|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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|
Indiana Trust & Investment Management CO
|
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Hamilton Capital, LLC
|
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Vicus Capital
|
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Lyell Wealth Management, Lp
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Bellevue Asset Management, Llc
|
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Smith, Moore & Co.
|
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Mml Investors Services, Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Global Wealth Strategies & Associates
|
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Fountainhead AM, LLC
|
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Abound Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
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|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
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|
Qrg Capital Management, Inc.
|
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|
Holderness Investments Co
|
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Cache Advisors, LLC
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
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JustInvest LLC
|
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|
Pineridge Advisors LLC
|
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|
Calton & Associates, Inc.
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
Visionary Horizons, LLC
|
|
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|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
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|
|
Cornercap Investment Counsel Inc
|
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|
OmniStar Financial Group, Inc.
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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Greenfield Savings Bank
|
|
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QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
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|
Harbor Advisors LLC
|
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|
Sagard Holdings Management Inc.
|
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Insigneo Advisory Services, Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Strategic Global Advisors, LLC
|
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Mirabella Financial Services Llp
|
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|
Meritage Portfolio Management
|
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Columbus Macro, LLC
|
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|
Summit Trail Advisors, Llc
|
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Capital World Investors
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Todd Asset Management Llc
|
|
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|
Pekin Hardy Strauss, Inc.
|
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|
Financial Connections Group, Inc.
|
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|
Harmony Asset Management Llc
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
|
Rossmore Private Capital
|
|
|
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|
|
Ameriflex Group, Inc.
|
|
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|
|
Nkcfo Llc
|
|
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|
|
Valued Retirements, Inc.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
|
|
|
Welch Group, LLC
|
|
|
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|
|
denkapparat Operations GmbH
|
|
|
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|
|
Beaumont Financial Advisors, LLC
|
|
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|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
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|
|
Triasima Portfolio Management inc.
|
|
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|
|
Invesco Ltd.
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Gateway Investment Advisers Llc
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Creekmur Asset Management LLC
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ARGA Investment Management, LP
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Corient IA LLC
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Oder Investment Management, LLC
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Northwestern Mutual Wealth Management Co
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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Dogwood Wealth Management LLC
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F&V Capital Management, LLC
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
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Principal Street Partners, LLC
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Principal Financial Group Inc
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Bradley Foster & Sargent Inc/ct
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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Beacon Capital Management, LLC
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DIVD - EA Series Trust - Altrius Global Dividend ETF
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Prossimo Advisors, LLC
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Edgewood Management Llc
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One Capital Management, LLC
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
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United Bank
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
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Iron Horse Wealth Management, LLC
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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Hancock Whitney Corp
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Parkman Healthcare Partners LLC
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Quest Partners LLC
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
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APG Asset Management US Inc.
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
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Centaurus Financial, Inc.
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MRP Capital Investments, LLC
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Fulton Bank, N.a.
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Belpointe Asset Management LLC
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Shepherd Kaplan Krochuk, Llc
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Bridgewater Advisors Inc.
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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R Squared Ltd
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Twin Lakes Capital Management, LLC
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Global Retirement Partners, LLC
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HB Wealth Management, LLC
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Sax Wealth Advisors, Llc
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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State Street Corp
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Investment House Llc
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Westmount Partners, LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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VeraBank, N.A.
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Continuum Advisory, LLC
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Center for Financial Planning, Inc.
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BNP Paribas Asset Management Holding S.A.
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FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A
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Welch & Forbes Llc
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Rexford Capital Inc
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Winch Advisory Services, LLC
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Platform Technology Partners
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Colonial Trust Advisors
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Commonwealth Retirement Investments LLC
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Banque Pictet & Cie Sa
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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Swiss National Bank
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Mitsubishi UFJ Trust & Banking Corp
|
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AlphaCore Capital LLC
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Guardian Wealth Advisors, Llc / Nc
|
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Augustine Asset Management Inc
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Larson Financial Group LLC
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
SOA Wealth Advisors, LLC.
|
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|
American Century Companies Inc
|
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|
Fisher Funds Management LTD
|
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Cahill Financial Advisors Inc
|
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Lowe Brockenbrough & Co Inc
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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|
Raymond James Financial Inc
|
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Janney Montgomery Scott LLC
|
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Advisory Alpha, LLC
|
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|
Jackson Hole Capital Partners, LLC
|
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|
Asset Management One Co., Ltd.
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
Capital Performance Advisors Llp
|
|
|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
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|
Mather Group, Llc.
|
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|
1248 Management, LLC
|
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|
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|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Activest Wealth Management
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
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|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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|
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|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
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|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
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|
Sound Income Strategies, LLC
|
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|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Axecap Investments, LLC
|
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|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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Empire Financial Management Company, LLC
|
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Gryphon Financial Partners LLC
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
Confluence Wealth Services, Inc.
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Winthrop Advisory Group LLC
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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Teacher Retirement System Of Texas
|
|
|
|
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|
Halbert Hargrove Global Advisors, Llc
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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LCM Capital Management Inc
|
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Algert Global Llc
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Pictet Asset Management Holding SA
|
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Cubist Systematic Strategies, LLC
|
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
Savant Capital, LLC
|
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S&t Bank/pa
|
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
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Wells Fargo Global Dividend Opportunity Fund
|
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|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
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|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
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|
Heritage Wealth Advisors
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Marcum Wealth, LLC
|
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Scott Marsh Financial, LLC
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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Mediolanum International Funds Ltd
|
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Cornerstone Wealth Group, LLC
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Veracity Capital LLC
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Intrua Financial, LLC
|
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Aspect Partners, LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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First Financial Corp /in/
|
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Panagora Asset Management Inc
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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Community Bank, N.A.
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
|
Gould Capital, LLC
|
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FSA Wealth Management LLC
|
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|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
DLD Asset Management, LP
|
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Rathbone Brothers plc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Proquility Private Wealth Partners, LLC
|
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Hartland & Co., LLC
|
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Sig Brokerage, Lp
|
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Sarver Vrooman Wealth Advisors
|
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Stamos Capital Partners, L.p.
|
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|
Capstone Investment Advisors, Llc
|
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DDFG, Inc
|
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|
Sittner & Nelson, Llc
|
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|
Modern Wealth Management, LLC
|
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Wedbush Securities Inc
|
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
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|
Operose Advisors LLC
|
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|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Sonora Investment Management Group, LLC
|
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Waterloo Capital, L.P.
|
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|
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|
Walkner Condon Financial Advisors LLC
|
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|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
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|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
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|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Zacks Investment Management
|
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|
PineBridge Investments, L.P.
|
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|
Liberty Wealth Management Llc
|
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|
Norges Bank
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
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|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
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|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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|
Code Waechter LLC
|
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|
Bourne Lent Asset Management Inc
|
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|
Creative Financial Designs Inc /adv
|
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Quantinno Capital Management LP
|
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Sargent Investment Group, LLC
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
Advisory Services Network, LLC
|
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Hrt Financial Lp
|
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Ameritas Investment Partners, Inc.
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
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|
Fortitude Family Office, LLC
|
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|
Valued Wealth Advisors LLC
|
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UniSuper Management Pty Ltd
|
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Nomura Asset Management Co Ltd
|
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Atlantic Private Wealth, LLC
|
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|
Wealth Management Associates, Inc.
|
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Renaissance Technologies Llc
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
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|
Lumbard & Kellner, LLC
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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Kathmere Capital Management, LLC
|
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Warren Averett Asset Management, LLC
|
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Bridgefront Capital, LLC
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
Verity Asset Management, Inc.
|
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Creative Capital Management Investments LLC
|
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Legacy Financial Advisors, Inc.
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
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|
Mcdonald Partners Llc
|
|
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|
Thrive Capital Management, LLC
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Greatmark Investment Partners, Inc.
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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|
Erste Asset Management GmbH
|
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
Monarch Capital Management Inc/
|
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|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
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|
Profunds - Profund Vp Bull
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
Silverlake Wealth Management Llc
|
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|
Arkadios Wealth Advisors
|
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|
Steel Peak Wealth Management LLC
|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
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|
Signaturefd, Llc
|
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Arthur M. Cohen & Associates, Llc
|
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CSM Advisors, LLC
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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|
TKG Advisors, LLC
|
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|
Capital Research Global Investors
|
|
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|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
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|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Leavell Investment Management, Inc.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
SummitTX Capital, L.P.
|
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|
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|
Fort Point Capital Partners LLC
|
|
|
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|
|
PKO Investment Management Joint-Stock Co
|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Perpetual Ltd
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Stenger Family Office, LLC
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Rakuten Securities, Inc.
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City State Bank
|
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Beaird Harris Wealth Management, LLC
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Crawford Investment Counsel Inc
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NewEdge Wealth, LLC
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
Susquehanna International Group, Llp
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TCTC Holdings, LLC
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Valmark Advisers, Inc.
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Westpac Banking Corp
|
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FT Vest Total Return Income Fund: Series A3
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
1620 Investment Advisors, Inc.
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Crestmont Private Wealth LLC
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Mount Yale Investment Advisors, LLC
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Novem Group
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Sofinnova Investments, Inc.
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Ball & Co Wealth Management Inc.
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Resources Management Corp /ct/ /adv
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WFA of San Diego, LLC
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ZEGA Investments, LLC
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Kingstone Capital Partners Texas, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Portside Wealth Group, LLC
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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GeoWealth Management, LLC
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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Meridian Wealth Management, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Badgley Phelps Wealth Managers, LLC
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Envestnet Asset Management Inc
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West Branch Capital LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Means Investment Co., Inc.
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Baird Financial Group, Inc.
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
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Warren Street Wealth Advisors, LLC
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Globeflex Capital L P
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
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Raab & Moskowitz Asset Management LLC
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Seven Springs Wealth Group, LLC
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MAI Capital Management
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Meiji Yasuda Asset Management Co Ltd.
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Aviso Wealth Management
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Camden Capital, LLC
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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Highline Wealth Partners Llc
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Lodestar Private Asset Management Llc
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Argonautica Private Wealth Management, Inc
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Northwestern Mutual Investment Management Company, Llc
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ICICI Prudential Asset Management Co Ltd
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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Rocky Mountain Advisers, Llc
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Canopy Partners, LLC
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Kestra Private Wealth Services, Llc
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Delos Wealth Advisors, LLC
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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Mairs & Power Inc
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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Legacy Investment Solutions, LLC
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Mjp Associates Inc /adv
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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Busey Wealth Management
|
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QTR Family Wealth, LLC
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Pavion Blue Capital, LLC
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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Tidemark, LLC
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Stokes Family Office, LLC
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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Polar Asset Management Partners Inc.
|
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
Alberta Investment Management Corp
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|
Triad Wealth Partners, LLC
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Hantz Financial Services, Inc.
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
Ariel Investments, Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
V-Square Quantitative Management LLC
|
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|
Equitable Holdings, Inc.
|
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Baker Tilly Financial, Llc
|
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Elm Partners Management LLC
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
St Germain D J Co Inc
|
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|
Optima Capital Llc
|
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|
Foster & Motley Inc
|
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|
Wbi Investments, Inc.
|
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|
F/M Investments LLC
|
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|
Costello Asset Management, INC
|
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|
GFG Capital, LLC
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
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Macquarie Group Ltd
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
|
Northwest Bancshares, Inc.
|
|
|
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
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|
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|
Goldman Sachs Group Inc
|
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|
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|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
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|
Atwood & Palmer Inc
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
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|
Arcataur Capital Management LLC
|
|
|
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|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
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|
ORG Partners LLC
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Noble Wealth Management PBC
|
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|
Donaldson Capital Management, Llc
|
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|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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|
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|
Sachetta, LLC
|
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Front Row Advisors LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Gables Capital Management Inc.
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
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|
Jump Financial, LLC
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
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|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
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|
|
JPL Wealth Management, LLC
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
TrueWealth Advisors, LLC
|
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|
Fidelis Capital Partners, LLC
|
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|
Texas Capital Bancshares Inc/tx
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
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|
|
Harvest Investment Advisors, LLC
|
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|
|
Norden Group Llc
|
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|
Affiance Financial, LLC
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Carolina Wealth Advisors, LLC
|
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Ing Groep Nv
|
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|
Prudential Financial Inc
|
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SkyView Investment Advisors, LLC
|
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Nuveen, LLC
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3Chopt Investment Partners, LLC
|
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Fundamentun, Llc
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Hillsdale Investment Management Inc.
|
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Independence Bank of Kentucky
|
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|
TrimTabs Asset Management, LLC
|
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|
PFG Advisors
|
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|
Financial Network Wealth Advisors LLC
|
|
|
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|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Holocene Advisors, LP
|
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|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
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|
Cinctive Capital Management LP
|
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|
Credit Agricole S A
|
|
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|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
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|
|
Integrated Advisors Network LLC
|
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|
|
Shepherd Financial Partners LLC
|
|
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|
Custom Index Systems, Llc
|
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|
Benedict Financial Advisors Inc
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
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|
Mubadala Investment Co PJSC
|
|
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|
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|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
Arcadia Investment Management Corp/mi
|
|
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|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
Atria Investments Llc
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
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|
Retirement Systems of Alabama
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
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|
GW&K Investment Management, LLC
|
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TFC Financial Management
|
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|
National Pension Service
|
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Daiwa Securities Group Inc.
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
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|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
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|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
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|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Nvwm, Llc
|
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|
Somerset Trust Co
|
|
|
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|
|
Montag A & Associates Inc
|
|
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|
Sprucegrove Investment Management Ltd
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Kaizen Financial Strategies
|
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|
|
Capital Fund Management S.a.
|
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|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
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|
|
|
Patton Fund Management, Inc.
|
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|
IFP Advisors, Inc
|
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|
Eukles Asset Management
|
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|
O'shaughnessy Asset Management, Llc
|
|
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|
Glenview Trust Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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|
|
OneAscent Financial Services LLC
|
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|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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|
|
|
|
Future Financial Wealth Managment LLC
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
Ambassador Advisors, LLC
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|
Putney Financial Group LLC
|
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FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
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Rossby Financial, LCC
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
Old Second National Bank Of Aurora
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
First Citizens Bank & Trust Co
|
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Aviance Capital Partners, LLC
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Bell Investment Advisors, Inc
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Artemis Investment Management LLP
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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Coastline Trust Co
|
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Blue Bell Private Wealth Management, Llc
|
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Persistent Asset Partners Ltd
|
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Ferguson Wellman Capital Management, Inc
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Capital Advisors Inc/ok
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Mill Creek Capital Advisors, LLC
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Onyx Bridge Wealth Group LLC
|
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Sierra Ocean, Llc
|
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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Pathstone Holdings, LLC
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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Trillium Asset Management, Llc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Brinker Capital Investments, LLC
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AE Wealth Management LLC
|
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Wellington Management Group Llp
|
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Marshall & Sterling Wealth Advisors Inc.
|
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Legal & General Group Plc
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Monetary Management Group Inc
|
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Alpine Bank Wealth Management
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Bokf, Na
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Pnc Financial Services Group, Inc.
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Avantax Advisory Services, Inc.
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Dunhill Financial, LLC
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AIMZ Investment Advisors, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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John Hancock Hedged Equity & Income Fund
|
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|
Hilltop Holdings Inc.
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Harbor Investment Advisory, Llc
|
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Abn Amro Investment Solutions
|
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Semmax Financial Advisors Inc.
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
Kinneret Advisory, LLC
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|
SYM FINANCIAL Corp
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Orleans Capital Management Corp/la
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Transcend Wealth Collective, Llc
|
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Wescott Financial Advisory Group, LLC
|
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Private Wealth Asset Management, LLC
|
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|
Vista Investment Partners Llc
|
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Interchange Capital Partners, LLC
|
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Coston, McIsaac & Partners
|
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Genesis Private Wealth, Llc
|
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McKinley Carter Wealth Services, Inc.
|
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Grandfield & Dodd, Llc
|
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Cidel Asset Management Inc
|
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Wells Fargo & Company/mn
|
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Gilder Gagnon Howe & Co Llc
|
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Purkiss Capital Advisors LLC
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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|
|
Keystone Financial Group
|
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|
Chris Bulman Inc
|
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|
Haverford Trust Co
|
|
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|
Choate Investment Advisors
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
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|
Long Road Investment Counsel, LLC
|
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|
CFS Investment Advisory Services, LLC
|
|
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|
Allianz Se
|
|
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|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
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|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
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|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
Wolff Wiese Magana Llc
|
|
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|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Sapient Capital Llc
|
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|
State of New Jersey Common Pension Fund D
|
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|
Buckingham Strategic Partners
|
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|
BLI - Banque de Luxembourg Investments
|
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|
Cwm, Llc
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
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T. Rowe Price Investment Management, Inc.
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Illinois Municipal Retirement Fund
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State Of Michigan Retirement System
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CoreCap Advisors, LLC
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Sandy Spring Bank
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
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Ilmarinen Mutual Pension Insurance Co
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Money Concepts Capital Corp
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Good Life Advisors, LLC
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Atlantic Edge Private Wealth Management, LLC
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
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Salem Investment Counselors Inc
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
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Lavaca Capital Llc
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
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LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
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Centric Wealth Management
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Columbia Asset Management
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
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Archer Investment Corp
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Perkins Coie Trust Co
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Atlantic Trust, LLC
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CHURCHILL MANAGEMENT Corp
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CFC Planning Co LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Disciplined Investors, L.L.C.
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
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Union Bancaire Privee, UBP SA
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Conning Inc.
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E Fund Management Co., Ltd.
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JNBA Financial Advisors
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Pitcairn Co
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Valeo Financial Advisors, LLC
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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LMR Partners LLP
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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HHM Wealth Advisors, LLC
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Boreal Capital Management LLC
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Puzo Michael J
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KRMA - Global X Funds - Global X Conscious Companies ETF
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RFG Advisory, LLC
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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J.Safra Asset Management Corp
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Traub Capital Management LLC
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Retirement Planning Co of New England, Inc.
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
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Pinnacle Financial Partners Inc
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Howland Capital Management Llc
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Exencial Wealth Advisors, Llc
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
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Wela Strategies, Inc.
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One River Asset Management, LLC
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Global Financial Private Client, LLC
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Financial Gravity Companies, Inc.
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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Delta Financial Group, Inc.
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Prairiewood Capital, LLC
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Phillips Wealth Planners LLC
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Kovitz Investment Group Partners, LLC
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Grantham, Mayo, Van Otterloo & Co. LLC
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
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C M Bidwell & Associates Ltd
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Seacrest Wealth Management, Llc
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PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
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Wealthfront Advisers Llc
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Lombard Odier Asset Management (USA) Corp
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Wolf Group Capital Advisors
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Picton Mahoney Asset Management
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Wealthspire Advisors, LLC
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STF Management LP
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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Abundance Wealth Counselors
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Aprio Wealth Management, LLC
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AMG National Trust Bank
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Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
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Rodgers Brothers Inc.
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WealthBridge Investment Counsel Inc.
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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Oppenheimer Asset Management Inc.
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First National Corp /ma/ /adv
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ABLE Financial Group, LLC
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
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Merit Financial Group, LLC
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Gemmer Asset Management LLC
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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Letko, Brosseau & Associates Inc
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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CoreFirst Bank & Trust
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FT Vest Total Return Income Fund: Series B1
|
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Hunter Associates Investment Management Llc
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Johnson Investment Counsel Inc
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Quantum Private Wealth, LLC
|
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Sunpointe, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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Parr Mcknight Wealth Management Group, Llc
|
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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Stonegate Investment Group, LLC
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