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Auto-Owners Insurance Co
|
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|
Toroso Investments, LLC
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|
Redwood Park Advisors LLC
|
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|
Cedar Mountain Advisors, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
D. E. Shaw & Co., Inc.
|
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|
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|
Weitz Investment Management, Inc.
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
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|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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Core Alternative Capital
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Bristol John W & Co Inc /ny/
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Dupont Capital Management Corp
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Bradley Foster & Sargent Inc/ct
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Strategic Advisors LLC
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Impax Asset Management Group plc
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Headinvest, Llc
|
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Sumitomo Mitsui Financial Group, Inc.
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
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|
|
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|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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American National Bank
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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Sherbrooke Park Advisers Llc
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
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|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Profunds - Profund Vp Bull
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Ritholtz Wealth Management
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
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|
CBOE Vest Financial, LLC
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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Werba Rubin Papier Wealth Management
|
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Caas Capital Management Lp
|
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Nisa Investment Advisors, Llc
|
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QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
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|
Asahi Life Asset Management Co., Ltd.
|
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|
Robertson Stephens Wealth Management, LLC
|
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Private Wealth Management Group, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Squarepoint Ops LLC
|
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|
Slow Capital, Inc.
|
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Susquehanna International Group, Llp
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Titleist Asset Management, Llc
|
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KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
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|
Pitcairn Co
|
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|
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|
Legal & General Group Plc
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Vestcor Inc
|
|
|
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|
Argent Trust Co
|
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|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
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|
Millstone Evans Group, LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
Private Wealth Partners, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
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|
Rockline Wealth Management, LLC
|
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Natural Investments, Llc
|
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|
Bank Of America Corp /de/
|
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Davidson Investment Advisors
|
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|
Hara Capital LLC
|
|
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|
WASHINGTON TRUST Co
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
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|
Investment House Llc
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Redwood Wealth Management Group, LLC
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San Luis Wealth Advisors LLC
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IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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|
Somerville Kurt F
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Hopwood Financial Services, Inc.
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Perigon Wealth Management, LLC
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McNamara Financial Services, Inc.
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CarsonAllaria Wealth Management, Ltd.
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NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
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Legacy Wealth Asset Management, LLC
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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JGP Wealth Management, LLC
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IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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New York State Common Retirement Fund
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Asset Dedication, LLC
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Colonial Trust Co / SC
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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Dorsey & Whitney Trust CO LLC
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Steward Partners Investment Advisory, Llc
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UBS Group AG
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ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Penserra Capital Management LLC
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Eqis Capital Management, Inc.
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Timucuan Asset Management Inc/fl
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Mount Yale Investment Advisors, LLC
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Missouri Trust & Investment Co
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
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QTUM - ETF Series Solutions - Defiance Quantum ETF
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Candriam Luxembourg S.C.A.
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Calamos Advisors LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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Canada Post Corp Registered Pension Plan
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McAdam, LLC
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Franklin Templeton ETF Trust - Franklin Focused Growth ETF
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City Holding Co
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WealthCollab, LLC
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JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
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Macquarie Group Ltd
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Geode Capital Management, Llc
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Hilton Capital Management, LLC
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HFM Investment Advisors, LLC
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Clifford Group, LLC
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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Signaturefd, Llc
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Varma Mutual Pension Insurance Co
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TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Fidelis Capital Partners, LLC
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Ridgewood Investments LLC
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Kayne Anderson Rudnick Investment Management Llc
|
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Allianzgi Diversified Income & Convertible Fund
|
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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Nissay Asset Management Corp /japan/ /adv
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Segall Bryant & Hamill, Llc
|
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Baldwin Investment Management, LLC
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Taylor Hoffman Capital Management LLC
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Whittier Trust Co Of Nevada Inc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Kingsview Wealth Management, LLC
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Daiwa Securities Group Inc.
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Phraction Management LLC
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Dumont & Blake Investment Advisors Llc
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Smith, Salley & Associates
|
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Weaver Capital Management LLC
|
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|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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Mission Creek Capital Partners, Inc.
|
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BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
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Mark Sheptoff Financial Planning, Llc
|
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Swedbank AB
|
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L2 Asset Management, LLC
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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Plante Moran Financial Advisors, LLC
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Howard Bailey Securities, Llc
|
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|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
D.a. Davidson & Co.
|
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|
First Bank & Trust
|
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|
Pinnacle Bancorp, Inc.
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
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|
Yousif Capital Management, Llc
|
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|
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|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
|
Catalyst Capital Advisors LLC
|
|
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|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
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|
|
Harrell Investment Partners, Llc
|
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|
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|
|
TD Waterhouse Canada Inc.
|
|
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|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
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|
|
|
|
Stone House Investment Management, LLC
|
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|
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|
|
Lathrop Investment Management Corp
|
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|
|
|
CIBC Asset Management Inc
|
|
|
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|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
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|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
|
|
|
|
|
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
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|
Exencial Wealth Advisors, Llc
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Union Savings Bank
|
|
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|
Syon Capital Llc
|
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|
Mufg Securities Americas Inc.
|
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|
Blume Capital Management, Inc.
|
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|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Meeder Asset Management Inc
|
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|
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TRFM - ETF Series Solutions - AAM Transformers ETF
|
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|
New England Professional Planning Group Inc.
|
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China Universal Asset Management Co., Ltd.
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
HighTower Advisors, LLC
|
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|
Associated Banc-corp
|
|
|
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Harvest Fund Management Co., Ltd
|
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
City State Bank
|
|
|
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|
Tower Bridge Advisors
|
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Baker Avenue Asset Management, LP
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
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|
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|
Capital Group Private Client Services, Inc.
|
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|
Montecito Bank & Trust
|
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Midland Wealth Advisors Llc
|
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Seacrest Wealth Management, Llc
|
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E Fund Management (Hong Kong) Co., Ltd.
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|
PFG Advisors
|
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|
ProVise Management Group, LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Park Avenue Securities Llc
|
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Ironvine Capital Partners, LLC
|
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Wsfs Capital Management, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
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|
Vident Advisory, LLC
|
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|
Cullinan Associates Inc
|
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VeraBank, N.A.
|
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Tilia Fiduciary Partners, Inc.
|
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|
Wealth Group, Ltd.
|
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|
South Dakota Investment Council
|
|
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|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
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|
|
Semmax Financial Advisors Inc.
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
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|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
3G Capital Partners LP
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
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|
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|
Cambria Investment Management, L.P.
|
|
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
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|
Avalon Trust Co
|
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|
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|
Nicolet Bankshares Inc
|
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|
Fifth Third Bancorp
|
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Principle Wealth Partners Llc
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
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|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
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|
Guinness Atkinson Asset Management Inc
|
|
|
|
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|
Warren Averett Asset Management, LLC
|
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|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
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|
Walleye Trading LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
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|
ASR Vermogensbeheer N.V.
|
|
|
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|
Bangor Savings Bank
|
|
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
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|
Koshinski Asset Management, Inc.
|
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|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
Ellenbecker Investment Group
|
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|
Glen Eagle Advisors, LLC
|
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|
Winthrop Advisory Group LLC
|
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|
Chicago Partners Investment Group LLC
|
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|
Cary Street Partners Financial Llc
|
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|
TBH Global Asset Management, LLC
|
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|
Sunbelt Securities, Inc.
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
GPM Growth Investors, Inc.
|
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|
Johnson & White Wealth Management, LLC
|
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|
Summit Trail Advisors, Llc
|
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SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
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|
Mattern Capital Management, Llc
|
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Genus Capital Management Inc.
|
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|
Flossbach Von Storch Ag
|
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|
Larson Financial Group LLC
|
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|
E Six Thirteen, Llc
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
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|
Needham Investment Management Llc
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Whalen Wealth Management Inc.
|
|
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|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
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|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
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|
|
|
Pathstone Holdings, LLC
|
|
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|
Abound Wealth Management
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Conning Inc.
|
|
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EDENTREE ASSET MANAGEMENT Ltd
|
|
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|
|
Bank of New York Mellon Corp
|
|
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|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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|
Stock Yards Bank & Trust Co
|
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MidWestOne Financial Group, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Boston Common Asset Management, LLC
|
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Boston Private Wealth Llc
|
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YANKCOM Partnership
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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We Are One Seven, LLC
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Coston, McIsaac & Partners
|
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Diversified Trust Co
|
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Canada Pension Plan Investment Board
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Fenimore Asset Management Inc
|
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Barclays Plc
|
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JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T
|
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Eastern Bank
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Athena Investment Management
|
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Indiana Trust & Investment Management CO
|
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WealthBridge Investment Counsel Inc.
|
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Whipplewood Advisors, LLC
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
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|
Greenland Capital Management LP
|
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Catalytic Wealth RIA, LLC
|
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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Natixis
|
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Proathlete Wealth Management Llc
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Delta Investment Management, LLC
|
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Comerica Bank
|
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Briaud Financial Planning, Inc
|
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Lowe Brockenbrough & Co Inc
|
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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HF Advisory Group, LLC
|
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Virginia Wealth Management Group, Inc.
|
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EP Wealth Advisors, Inc.
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Rakuten Securities, Inc.
|
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Wbh Advisory Inc
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Toronto Dominion Bank
|
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McGuire Investment Group, LLC
|
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M&G Plc
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Profunds - Profund Vp Technology
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Invesco, Llc
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Albar Capital Partners LLP
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THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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Mirabaud Asset Management Ltd
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Los Angeles Capital Management Llc
|
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WealthTrak Capital Management LLC
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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Confluence Wealth Services, Inc.
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
State of Tennessee, Treasury Department
|
|
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Patton Fund Management, Inc.
|
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Hickory Asset Management, Inc.
|
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IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
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Live Oak Private Wealth LLC
|
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High Note Wealth, LLC
|
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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Solidarilty Wealth, LLC
|
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Kempen Capital Management N.v.
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Charter Oak Capital Management, LLC
|
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|
Pallas Capital Advisors LLC
|
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|
Truist Financial Corp
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
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|
Davis Investment Partners, LLC
|
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|
Empirical Asset Management, LLC
|
|
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|
Trust Co Of Toledo Na /oh/
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
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|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Arista Wealth Management, LLC
|
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|
Bayforest Capital Ltd
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
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|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Meritage Group LP
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Point72 Italy, S.r.l.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
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|
|
|
Nbt Bank N A /ny
|
|
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|
Valmark Advisers, Inc.
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
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|
Manchester Capital Management LLC
|
|
|
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|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
|
|
Gifford Fong Associates
|
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|
Mather Group, Llc.
|
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SNSR - Global X Funds - Global X Internet of Things ETF
|
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|
|
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|
Central Securities Corp
|
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|
Dana Investment Advisors, Inc.
|
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Strs Ohio
|
|
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|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
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|
Peddock Capital Advisors, Llc
|
|
|
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
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|
|
Nbw Capital Llc
|
|
|
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|
|
Edmond De Rothschild Holding S.a.
|
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|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
Financial Engines Advisors L.L.C.
|
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
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|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
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|
|
|
Keybank National Association/oh
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
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|
|
First Foundation Advisors
|
|
|
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|
Commonwealth Equity Services, Llc
|
|
|
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|
|
Cwm, Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
|
|
Covestor Ltd
|
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|
Benjamin Edwards Inc
|
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|
Axxcess Wealth Management, Llc
|
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|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
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|
First Pacific Financial
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
Bnp Paribas
|
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|
Paragon Private Wealth Management, LLC
|
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|
TCTC Holdings, LLC
|
|
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|
Coastline Trust Co
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
|
|
Eads & Heald Wealth Management
|
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|
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|
Rocky Mountain Advisers, Llc
|
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Sora Investors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
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|
Mizuho Securities Usa Llc
|
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Vinva Investment Management Ltd
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
Granite Investment Partners, LLC
|
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|
Oakworth Capital, Inc.
|
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CX Institutional
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Citizens Financial Group Inc/ri
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Hemington Wealth Management
|
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Marshall & Sterling Wealth Advisors Inc.
|
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Korea Investment CORP
|
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|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
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|
Walleye Capital LLC
|
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|
Delos Wealth Advisors, LLC
|
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|
Sunflower Bank, N.A.
|
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Transcend Wealth Collective, Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
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|
Keel Point, LLC
|
|
|
|
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|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
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|
Centric Wealth Management
|
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|
Kestra Advisory Services, LLC
|
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|
Cranbrook Wealth Management, LLC
|
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|
Simmons Bank
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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|
IMG Wealth Management, Inc.
|
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|
Nwam Llc
|
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|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
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|
Disciplina Capital Management LLC
|
|
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|
|
Blueshift Asset Management, LLC
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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|
|
Kornitzer Capital Management Inc /ks
|
|
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|
West Branch Capital LLC
|
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|
Grant Private Wealth Management Inc
|
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|
Great Lakes Retirement, Inc.
|
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|
Citadel Advisors Llc
|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Dempze Nancy E
|
|
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|
Wealth Alliance
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
Northcape Wealth Management, Llc
|
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|
Absher Wealth Management, Llc
|
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|
Credit Industriel Et Commercial
|
|
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
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|
|
Keystone Financial Group
|
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|
First Financial Corp /in/
|
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Wells Fargo & Company/mn
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
Libra Wealth Llc
|
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|
First Hawaiian Bank
|
|
|
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|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
Vise Technologies, Inc.
|
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|
Annex Advisory Services, LLC
|
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|
Three Bridge Wealth Advisors, LLC
|
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|
Alliancebernstein L.p.
|
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Erste Asset Management GmbH
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
Oak Thistle LLC
|
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|
Robeco Schweiz AG
|
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Convergence Financial, LLC
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Bellecapital International Ltd.
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
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Czech National Bank
|
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Park Place Capital Corp
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Ipsen Advisor Group LLC
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Nvwm, Llc
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Findlay Park Partners LLP
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CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
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Twin Peaks Wealth Advisors, LLC
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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Pinkerton Retirement Specialists, LLC
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Investment Management Corp of Ontario
|
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U.S. Capital Wealth Advisors, LLC
|
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Fsb Premier Wealth Management, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Minot DeBlois Advisors LLC
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Shoker Investment Counsel, Inc.
|
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Stonebridge Capital Advisors LLC
|
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RMG Wealth Management LLC
|
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Sierra Summit Advisors Llc
|
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APG Asset Management N.V.
|
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Elefante Mark B
|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
Capital Research Global Investors
|
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Ubs Asset Management Americas Inc
|
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Reik & Co., Llc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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NorthRock Partners, LLC
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Berkshire Asset Management Llc/pa
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Eisler Capital Management Ltd.
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PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
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Sterling Investment Counsel, LLC
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Tower View Investment Management & Research LLC
|
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LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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Marble Harbor Investment Counsel, LLC
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Motiv8 Investments LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Commonwealth Retirement Investments LLC
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
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|
Simon Quick Advisors, 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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|
Ledyard National Bank
|
|
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|
Sit Investment Associates Inc
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
HAP Trading, LLC
|
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|
Redmond Asset Management, LLC
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
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|
Brighton Jones Llc
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Zions Bancorporation, National Association /ut/
|
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|
West Family Investments, Inc.
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
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|
Lansdowne Partners (uk) Llp
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Generali Asset Management SPA SGR
|
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|
NewSquare Capital LLC
|
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|
Holocene Advisors, LP
|
|
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|
Kidder Stephen W
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Hutner Capital Management Inc
|
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|
|
Heritage Wealth Management, Inc.
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
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|
Farallon Capital Management Llc
|
|
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|
|
Leelyn Smith, LLC
|
|
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|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Snyder Capital Management L P
|
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|
|
Renaissance Investment Group LLC
|
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|
Change Path, LLC
|
|
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|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
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Jefferies Financial Group Inc.
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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Financial Management Professionals, Inc.
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Kestra Investment Management, LLC
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Shell Asset Management Co
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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Simplicity Wealth,LLC
|
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Northwest & Ethical Investments L.P.
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Belmont Capital, LLC
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
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|
Talon Private Wealth, LLC
|
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|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
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|
Aspen Grove Capital, LLC
|
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Blair William & Co/il
|
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Valley National Advisers Inc
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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Golden State Wealth Management, LLC
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
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NorthCrest Asset Manangement, LLC
|
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First Horizon Advisors, Inc.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Pinpoint Asset Management Ltd
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Capital International Sarl
|
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FIL Ltd
|
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Brown Miller Wealth Management, LLC
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Scott & Selber, Inc.
|
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Van Eck Associates Corp
|
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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VCSTX - VALIC Co I - Science & Technology Fund
|
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Teachers Retirement System Of The State Of Kentucky
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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Arbor Investment Advisors, LLC
|
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Painted Porch Advisors LLC
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Harbor Asset Planning, Inc.
|
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Bare Financial Services, Inc
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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Caliber Wealth Management, LLC / KS
|
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Standard Life Aberdeen plc
|
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Marcum Wealth, LLC
|
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AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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State Street Corp
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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CWA Asset Management Group, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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Riggs Asset Managment Co. Inc.
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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BEEX - Tidal Trust III - The BeeHive ETF
|
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Comprehensive Financial Consultants Institutional, Inc.
|
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Howe & Rusling Inc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Loomis Sayles & Co L P
|
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Piscataqua Savings Bank
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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Fairscale Capital, LLC
|
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|
Wilkinson Global Asset Management LLC
|
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Ci Investments Inc.
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
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|
Stratos Wealth Advisors, LLC
|
|
|
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|
|
Profunds - Profund Vp Nasdaq-100
|
|
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|
ASB Consultores, LLC
|
|
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|
Bokf, Na
|
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Midwest Trust Co
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
Adviser Investments LLC
|
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|
O'Brien Wealth Partners LLC
|
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|
Parkworth Wealth Management, Inc.
|
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|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
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|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
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|
|
Moody Lynn & Lieberson, Llc
|
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|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Lcnb Corp
|
|
|
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|
Bridge Creek Capital Management LLC
|
|
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|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Spf Beheer Bv
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
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|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
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|
New York Life Investment Management Llc
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
Ifrah Financial Services, Inc.
|
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|
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|
Confluence Investment Management Llc
|
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|
Dillon & Associates Inc
|
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|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
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|
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|
CFS Investment Advisory Services, LLC
|
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Bank of New Hampshire
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
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|
Hills Bank & Trust Co
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
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|
Clarius Group, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
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|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
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|
GHP Investment Advisors, Inc.
|
|
|
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|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
DnB Asset Management AS
|
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|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
|
|
Credential Qtrade Securities Inc.
|
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|
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|
Bell Investment Advisors, Inc
|
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|
Nuveen, LLC
|
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|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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|
Bellwether Advisors, LLC
|
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Commerce Bank
|
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|
Fortem Financial Group, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Light Street Capital Management, Llc
|
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Bayesian Capital Management, LP
|
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Wealthspire Advisors, LLC
|
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|
Giverny Capital Inc.
|
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|
Coldstream Capital Management Inc
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
|
Catalyst Financial Partners Llc
|
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|
Legato Capital Management LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
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|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Thoroughbred Financial Services, Llc
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Centennial Bank/AR/
|
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Signature Resources Capital Management, LLC
|
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|
Roberts Wealth Advisors, LLC
|
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|
Wood Tarver Financial Group, LLC
|
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|
PFG Investments, LLC
|
|
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|
|
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
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|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
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|
Cary Street Partner Investment Advisory Llc
|
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|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
Good Life Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
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|
Breakwater Capital Group
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
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|
J. Safra Sarasin Holding AG
|
|
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
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|
Global Trust Asset Management, LLC
|
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|
Gateway Investment Advisers Llc
|
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|
Plancorp, LLC
|
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WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
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|
Albion Financial Group /ut
|
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|
Bragg Financial Advisors, Inc
|
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|
Cibc World Markets Corp
|
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Hunter Perkins Capital Management, LLC
|
|
|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
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|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
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|
Liberty Wealth Management Llc
|
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|
Quantum Financial Advisors, LLC
|
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|
Plato Investment Management Ltd
|
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|
1832 Asset Management L.P.
|
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|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
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|
Harwood Advisory Group, LLC
|
|
|
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|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
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|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
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|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Intrua Financial, LLC
|
|
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|
|
Tcw Group Inc
|
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|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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|
|
Rossby Financial, LCC
|
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|
|
|
|
Main Street Research LLC
|
|
|
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|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
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|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
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Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
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Atlantic Trust, LLC
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Old Second National Bank Of Aurora
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Spirepoint Private Client, Llc
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TEPIX - Profunds - Technology Ultrasector Profund Investor Class
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Gts Securities Llc
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Marshall Wace, Llp
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Breakwater Investment Management
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
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Twin Tree Management, LP
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Binnacle Investments Inc
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Resona Asset Management Co.,Ltd.
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
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SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
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SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
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Kovitz Investment Group Partners, LLC
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Tidemark, LLC
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Greenleaf Trust
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UMA Financial Services, Inc.
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
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DecisionPoint Financial, LLC
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CHICAGO TRUST Co NA
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Matisse Capital
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Silverlake Wealth Management Llc
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
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Townsend Asset Management Corp /nc/ /adv
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Dundas Partners LLP
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Total Investment Management Inc
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Visionary Wealth Advisors
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Cromwell Holdings LLC
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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Patriot Investment Management Inc.
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Joel Isaacson & Co., LLC
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Causeway Capital Management Llc
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Paradigm Asset Management Co Llc
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Harbor Group, Inc.
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BlueStem Wealth Partners, LLC
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Abel Hall, LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Baird Financial Group, Inc.
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Old Point Trust & Financial Services N A
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Townsquare Capital Llc
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Centaurus Financial, Inc.
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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Ccm Investment Group, Llc
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LMR Partners LLP
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Gotham Asset Management, LLC
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Tsfg, Llc
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Chemung Canal Trust Co
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RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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First National Trust Co
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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MASTERINVEST Kapitalanlage GmbH
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Richard C. Young & CO., LTD.
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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|
Peak6 Llc
|
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West Oak Capital, LLC
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Morningstar Investment Services LLC
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Atria Wealth Solutions, Inc.
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Marino, Stram & Associates Llc
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|
Saxon Interests, Inc.
|
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Allworth Financial LP
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Prime Capital Investment Advisors, LLC
|
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Quadrant Capital Group Llc
|
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|
Oddo Bhf Asset Management Sas
|
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Revisor Wealth Management LLC
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Swiss National Bank
|
|
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|
Axa S.a.
|
|
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|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
