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Counterpoint Mutual Funds LLC
|
|
|
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|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Associated Banc-corp
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
Krilogy Financial LLC
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MainStreet Investment Advisors LLC
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Laurion Capital Management LP
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Davidson Investment Advisors
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Matauro, Llc
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Foster Victor Wealth Advisors, LLC
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Alpha Cubed Investments, LLC
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WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Birmingham Capital Management Co Inc/al
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Lgt Capital Partners Ltd.
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Holos Integrated Wealth LLC
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
RULRX - World Funds Trust - Rule One Fund
|
|
|
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
|
|
|
Chelsea Counsel Co
|
|
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|
South Plains Financial, Inc.
|
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AllSquare Wealth Management LLC
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Retirement Systems of Alabama
|
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Punch Card Management L.P.
|
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White Pine Investment CO
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Federated Hermes, Inc.
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
Essex Financial Services, Inc.
|
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Amplify ETF Trust - Amplify Mobile Payments ETF
|
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Nvwm, Llc
|
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Moran Wealth Management, LLC
|
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Bessemer Group Inc
|
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Klein Pavlis & Peasley Financial, Inc.
|
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Successful Portfolios LLC
|
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SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Aberdeen Wealth Management LLC
|
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Picton Mahoney Asset Management
|
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PKO Investment Management Joint-Stock Co
|
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Dynamic Advisor Solutions LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Goodnow Investment Group, Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Eisler Capital Management Ltd.
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Avion Wealth
|
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Stonebridge Capital Advisors LLC
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Caldwell Securities, Inc
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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Jamison Private Wealth Management, Inc.
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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State of Tennessee, Treasury Department
|
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Old Second National Bank Of Aurora
|
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Perigon Wealth Management, LLC
|
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Geode Capital Management, Llc
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Catalyst Capital Advisors LLC
|
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|
Shariaportfolio, Inc.
|
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NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
|
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
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|
|
Meridian Management Co
|
|
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|
Beacon Capital Management, LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Sharp Financial Services, LLC
|
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|
Founders Financial Securities Llc
|
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|
Harwood Advisory Group, LLC
|
|
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|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
Salem Investment Counselors Inc
|
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Bank of Jackson Hole Trust
|
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
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|
|
|
SJS Investment Consulting Inc.
|
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|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
Millstone Evans Group, LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
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|
ISAM Funds (UK) Ltd
|
|
|
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|
|
STF Management LP
|
|
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|
|
Palouse Capital Management, Inc.
|
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|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
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|
|
|
Creative Financial Designs Inc /adv
|
|
|
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|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
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Hohimer Wealth Management, Llc
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
|
|
Claro Advisors LLC
|
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|
GeoWealth Management, LLC
|
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|
Sound Income Strategies, LLC
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
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|
Transce3nd, LLC
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
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|
Independence Bank of Kentucky
|
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Banco Santander, S.A.
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Crews Bank & Trust
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
Selective Wealth Management, Inc.
|
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|
Rosenberg Matthew Hamilton
|
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Evergreen Capital Management Llc
|
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Banque de Luxembourg S.A.
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Integrated Advisors Network LLC
|
|
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QSM Asset Management Ltd
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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Steward Partners Investment Advisory, Llc
|
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Verition Fund Management LLC
|
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Beacon Financial Group
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Total Wealth Planning & Management, Inc.
|
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Signaturefd, Llc
|
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Capital Management Associates /ny/
|
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Sumitomo Mitsui Financial Group, Inc.
|
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TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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|
Permit Capital, LLC
|
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|
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|
One Wealth Advisors, LLC
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
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|
Wellington Shields & Co., LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
FINX - Global X Funds - Global X FinTech ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
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Empirical Asset Management, LLC
|
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Miracle Mile Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Catalyst Financial Partners Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
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|
Cornerstone Wealth Management, LLC
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
Sava Infond d.o.o.
|
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|
YANKCOM Partnership
|
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Osprey Private Wealth LLC
|
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Diversified Investment Strategies, LLC
|
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Abound Wealth Management
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
Point72 Asset Management, L.P.
|
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|
Ckw Financial Group
|
|
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|
Carolina Wealth Advisors, LLC
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
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|
Quantinno Capital Management LP
|
|
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|
Econ Financial Services Corp
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
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|
Grandfield & Dodd, Llc
|
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|
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|
|
Nomura Holdings Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
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|
|
Ameriprise Financial Inc
|
|
|
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|
|
EULAV Asset Management
|
|
|
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|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Ellsworth Growth & Income Fund Ltd
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
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Vivid Wealth Management, LLC
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Citizens Financial Group Inc/ri
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Vision Capital Management, Inc.
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Arkadios Wealth Advisors
|
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|
Holocene Advisors, LP
|
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Envestnet Asset Management Inc
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China Universal Asset Management Co., Ltd.
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Hosking Partners LLP
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Summit Financial, LLC
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
Evergreen Wealth Management, LLC
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Victory Capital Management Inc
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Wealthspire Advisors, LLC
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Cheviot Value Management, LLC
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VestGen Advisors, LLC
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Pittenger & Anderson Inc
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Voloridge Investment Management, Llc
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Whipplewood Advisors, LLC
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CIBC Asset Management Inc
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Atlantic Union Bankshares Corp
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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IPG Investment Advisors LLC
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
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Evelyn Partners Investment Management Services Ltd
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Watchman Group, Inc.
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Interval Partners, LP
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BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
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Sumitomo Mitsui Trust Holdings, Inc.
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Indiana Trust & Investment Management CO
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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Quadcap Wealth Management, LLC
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Badgley Phelps Wealth Managers, LLC
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Syon Capital Llc
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Focus Financial Network, Inc.
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
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Beta Wealth Group, Inc.
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Cullinan Associates Inc
|
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Csenge Advisory Group
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Ameriflex Group, Inc.
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MILN - Global X Funds - Global X Millennials Thematic ETF
|
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Essex LLC
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FT Vest Hedged Equity Income Fund: Series A3
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Treasurer of the State of North Carolina
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Aptus Capital Advisors, LLC
|
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Comprehensive Financial Management LLC
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Vise Technologies, Inc.
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Schonfeld Strategic Advisors LLC
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Tiaa Trust, National Association
|
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Change Path, LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Bayforest Capital Ltd
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
PFG Investments, LLC
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Brown Shipley& Co Ltd
|
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Private Trust Co Na
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Generali Investments CEE, investicni spolecnost, a.s.
|
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Lester Murray Antman dba SimplyRich
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Boit C F David
|
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E Fund Management Co., Ltd.
|
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AssuredPartners Investment Advisors, LLC
|
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Bulltick Wealth Management, LLC
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Spectrum Wealth Counsel, LLC
|
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|
HFM Investment Advisors, LLC
|
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Ardmore Road Asset Management LP
|
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Woodline Partners LP
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GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
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|
Private Wealth Partners, LLC
|
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Nomura Asset Management Co Ltd
|
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FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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|
Howard Capital Management Inc.
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Kovitz Investment Group Partners, LLC
|
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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Compagnie Lombard Odier SCmA
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Venturi Wealth Management, LLC
|
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Stevens Capital Management Lp
|
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|
SILVER OAK SECURITIES, Inc
|
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Rsm Us Wealth Management Llc
|
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Coastal Investment Advisors, Inc.
|
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Alberta Investment Management Corp
|
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Glenmede Investment Management, LP
|
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|
Twinbeech Capital Lp
|
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|
Bragg Financial Advisors, Inc
|
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|
Audent Global Asset Management, LLC
|
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|
Cedar Mountain Advisors, LLC
|
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|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
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|
Crowley Wealth Management, Inc.
|
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|
Titleist Asset Management, Llc
|
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|
MTM Investment Management, LLC
|
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|
Hel Ved Capital Management Ltd
|
|
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|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Incline Global Management LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
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|
|
Burney Co/
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Atlas Brown,Inc.
|
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|
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|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
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|
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Creative Planning
|
|
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|
Triumph Capital Management
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
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|
Asset Planning,Inc
|
|
|
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
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|
DCF Advisers, LLC
|
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Robertson Opportunity Capital, LLC
|
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|
Migdal Insurance & Financial Holdings Ltd.
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
SRN Advisors, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
New York State Common Retirement Fund
|
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|
|
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|
GLOBALT Investments LLC / GA
|
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|
Modera Wealth Management, LLC
|
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|
Huntington National Bank
|
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|
Morgan Stanley
|
|
|
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
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|
Red Tortoise LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
City National Bank Of Florida /msd
|
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Capricorn Fund Managers Ltd
|
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Natixis
|
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|
Perennial Investment Advisors, LLC
|
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|
Ethic Inc.
|
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Banque Pictet & Cie Sa
|
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|
VSM Wealth Advisory, LLC
|
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|
Garden State Investment Advisory Services LLC
|
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|
Hilltop National Bank
|
|
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|
Sunbelt Securities, Inc.
|
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|
Hurley Capital, LLC
|
|
|
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|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
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|
Marex Group plc
|
|
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|
Wealthfront Advisers Llc
|
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|
ORG Wealth Partners, LLC
|
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|
Sandy Spring Bank
|
|
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|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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|
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|
Sound Shore Management Inc /ct/
|
|
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|
Retirement Planning Co of New England, Inc.
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
Canada Pension Plan Investment Board
|
|
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|
|
|
Hsbc Holdings Plc
|
|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
TRUE Private Wealth Advisors
|
|
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|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
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|
Fred Alger Management, Llc
|
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|
Main Street Group, LTD
|
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|
Mechanics Financial Corp
|
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Prospect Financial Services LLC
|
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|
Exencial Wealth Advisors, Llc
|
|
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|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
HS Management Partners, LLC
|
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|
Gryphon Financial Partners LLC
|
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|
Clear Creek Financial Management, LLC
|
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Fisher Asset Management, LLC
|
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
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|
Haverford Trust Co
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
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|
|
NCM Capital Management, LLC
|
|
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|
|
Commonwealth Equity Services, Llc
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Affinity Investment Advisors, Llc
|
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|
|
Caas Capital Management Lp
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
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|
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|
1620 Investment Advisors, Inc.
|
|
|
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|
|
Scotia Capital Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
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|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Black Creek Investment Management Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
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|
Atwood & Palmer Inc
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Principal Securities, Inc.
|
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|
Front Row Advisors LLC
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
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|
|
Wedbush Securities Inc
|
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|
Institutional Investment Strategy Fund
|
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|
KBC Group NV
|
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|
Seed Wealth Management, Inc.
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
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|
Camelot Portfolios, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Schnieders Capital Management Llc
|
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
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|
Lee Danner & Bass Inc
|
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|
|
Shikiar Asset Management Inc
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
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|
|
Sapient Capital Llc
|
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|
Gwn Securities Inc.
|
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|
Toroso Investments, LLC
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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|
Two Sigma Advisers, Lp
|
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|
|
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|
Becker Capital Management Inc
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
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|
Evanson Asset Management, LLC
|
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Phoenix Holdings Ltd.
|
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WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
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|
|
|
Cornerstone Wealth Group, LLC
|
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|
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|
|
Colonial Trust Advisors
|
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|
|
Empirical Finance, LLC
|
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
|
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|
Sentry Investment Management Llc
|
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|
S&co Inc
|
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|
Gallacher Capital Management LLC
|
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|
Robertson Stephens Wealth Management, LLC
|
|
|
|
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|
Wesleyan Assurance Society
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
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|
|
|
|
Valued Wealth Advisors LLC
|
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|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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|
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|
|
Lsv Asset Management
|
|
|
|
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|
Capital Research Global Investors
|
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|
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|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
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|
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|
AlpenGlobal Capital LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Longview Financial Advisors LLC
|
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|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
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|
Bell & Brown Wealth Advisors, Llc
|
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|
|
|
|
Martingale Asset Management L P
|
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|
|
Wynn Capital, LLC
|
|
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|
Financial Management Professionals, Inc.
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
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|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Dividend & Income Fund
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Winnow Wealth Llc
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Nicollet Investment Management, Inc.
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Gts Securities Llc
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Kennebec Savings Bank
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
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Rossby Financial, LCC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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Minot DeBlois Advisors LLC
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Schwerin Boyle Capital Management Inc
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Optima Capital Llc
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SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
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HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
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VCULX - VALIC Co I - Growth Fund
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PDS Planning, Inc
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iA Global Asset Management Inc.
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Johnson & White Wealth Management, LLC
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Glenmede Trust Co Na
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
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Icon Wealth Advisors, LLC
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Nixon Capital, LLC
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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TAGStone Capital, Inc.
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SIH Partners, LLLP
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
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Chemistry Wealth Management LLC
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
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Pacer Advisors, Inc.
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Meiji Yasuda Asset Management Co Ltd.
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HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
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Meitav Dash Investments Ltd
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Waycross Partners, Llc
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Jacobs Levy Equity Management, Inc
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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State of New Jersey Common Pension Fund D
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Platform Technology Partners
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SOL Capital Management CO
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RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
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Kessler Investment Group, LLC
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
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Sierra Ocean, Llc
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Wedgewood Partners Inc
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
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North Reef Capital Management LP
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Koss-Olinger Consulting, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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Troy Asset Management Ltd
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HHM Wealth Advisors, LLC
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Hillsdale Investment Management Inc.
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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DnB Asset Management AS
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HBK Sorce Advisory LLC
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Nicolet Bankshares Inc
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AlphaCore Capital LLC
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RD Finance Ltd
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Captrust Financial Advisors
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Ontario Teachers Pension Plan Board
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Global Wealth Management Investment Advisory, Inc.
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Ameliora Wealth Management Ltd.
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
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Qube Research & Technologies Ltd
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FT Vest Hedged Equity Income Fund: Series A2
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Financial Engines Advisors L.L.C.
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Sather Financial Group Inc
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Beaumont Financial Advisors, LLC
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Callan Capital, LLC
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Occudo Quantitative Strategies Lp
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GIMFX - GMO TRUST - GMO Implementation Fund
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
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Baker Avenue Asset Management, LP
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Hartland & Co., LLC
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Nbt Bank N A /ny
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
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Cetera Investment Advisers
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Renaissance Group Llc
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CVAR - ETF Opportunities Trust - Cultivar ETF
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Wsfs Capital Management, Llc
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VELA Investment Management, LLC
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Brown Advisory Inc
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
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JBGlobal.com LLC
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Linscomb & Williams, Inc.
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Hancock Prospecting Pty Ltd
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Mutual Advisors, LLC
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OMERS ADMINISTRATION Corp
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Strategic Global Advisors, LLC
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Forum Financial Management, LP
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Albert D Mason Inc
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Cary Street Partner Investment Advisory Llc
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Ilmarinen Mutual Pension Insurance Co
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Coatue Management Llc
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Park Place Capital Corp
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Great Valley Advisor Group, Inc.
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Skopos Labs, Inc.
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
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StoneX Group Inc.
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Wiley Bros.-aintree Capital, Llc
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Sheets Smith Wealth Management
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Grove Bank & Trust
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Circle Wealth Management, LLC
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Alta Advisers Ltd
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Enhancing Capital LLC
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
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Bastion Asset Management Inc.
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Bank & Trust Co
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Asset Management One Co., Ltd.
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Kestra Private Wealth Services, Llc
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Benjamin Edwards Inc
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First Command Advisory Services, Inc.
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Adalta Capital Management LLC
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Mufg Securities Americas Inc.
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Accretive Wealth Partners, LLC
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Ossiam
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Valeo Financial Advisors, LLC
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Money Concepts Capital Corp
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Vanguard Group Inc
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Shelton Capital Management
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Alhambra Investment Partners LLC
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Westpac Banking Corp
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CWA Asset Management Group, LLC
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Frank, Rimerman Advisors LLC
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Ashton Thomas Securities, Llc
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Principal Financial Group Inc
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Brookstone Capital Management
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Glen Eagle Advisors, LLC
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NorthCrest Asset Manangement, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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RCGE - EA Series Trust - RockCreek Global Equality ETF
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Old National Bancorp /in/
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Fairbanks Capital Management, Inc.
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Parkworth Wealth Management, Inc.
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Arista Wealth Management, LLC
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SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
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Bartlett & Co. Wealth Management Llc
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Allianzgi Diversified Income & Convertible Fund
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Groupe la Francaise
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Greenbrier Partners Capital Management, LLC
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Jain Global LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Gabelli Funds Llc
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BI Asset Management Fondsmaeglerselskab A/S
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Cornerstone Advisory, LLC
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Pitti Group Wealth Management, LLC
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Aware Super Pty Ltd as trustee of Aware Super
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
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DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
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TOWER TRUST & INVESTMENT Co
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Prospera Financial Services Inc
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
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Landscape Capital Management, L.l.c.
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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National Pension Service
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Van Eck Associates Corp
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
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Ariose Capital Management Ltd
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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Transatlantique Private Wealth Llc
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SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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Equity Investment Corp
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NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
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Invesco Ltd.
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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B. Metzler seel. Sohn & Co. AG
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Great Lakes Advisors, Llc
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Probity Advisors, Inc.
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LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
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Quaker Wealth Management, LLC
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
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ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
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Choate Investment Advisors
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Gradient Investments LLC
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Resources Management Corp /ct/ /adv
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Princeton Capital Management Llc
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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Summerhill Capital Management lnc.
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Fulton Bank, N.a.
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Consultiva Wealth Management, Corp.
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Lighthouse Investment Partners, LLC
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Kovack Advisors, Inc.
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Walter & Keenan Financial Consulting Co /mi/ /adv
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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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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Sienna Gestion
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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Ing Groep Nv
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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Erste Asset Management GmbH
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Bellecapital International Ltd.
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Millennium Management Llc
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Canandaigua National Trust Co of Florida
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Madison Covered Call & Equity Strategy Fund
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1832 Asset Management L.P.
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LGT Group Foundation
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
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Meeder Advisory Services, Inc.
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West Branch Capital LLC
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
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Mn Services Vermogensbeheer B.V.
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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Ceera Investments, Llc
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Financial Advocates Investment Management
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
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Mutual Of America Capital Management Llc
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
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First United Bank Trust/
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
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Norinchukin Bank, The
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Mount Yale Investment Advisors, LLC
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Jessup Wealth Management, Inc
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
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Grayhawk Investment Strategies Inc.
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Penn Davis Mcfarland Inc
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Thompson Investment Management, Inc.
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X-Square Capital, LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
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HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
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|
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|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Guerra Advisors Inc
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
Selway Asset Management
|
|
|
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|
|
Norden Group Llc
|
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Capital Markets Trading UK LLP
|
|
|
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|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
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|
|
Riverstone Advisors, LLC
|
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|
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|
|
Arizona State Retirement System
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
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|
J. Goldman & Co LP
|
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|
Camden Capital, LLC
|
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JB Capital LLC
|
|
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|
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
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|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
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|
Jackson Square Capital, Llc
|
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|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
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|
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|
Advisors Capital Management, LLC
|
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|
Baader Bank INC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
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|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Summit Trail Advisors, Llc
|
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Salomon & Ludwin, LLC
|
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Tudor Investment Corp Et Al
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
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|
|
Elequin Capital Lp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Rockefeller Capital Management L.P.
|
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|
WPG Advisers, LLC
|
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|
Congress Wealth Management LLC / DE /
|
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|
LMG Wealth Partners, LLC
|
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|
NFP Retirement, Inc.
|
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|
Old North State Wealth Management, LLC
|
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|
NewSquare Capital LLC
|
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|
Confluence Wealth Services, Inc.
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
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|
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|
Boston Partners
|
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Opes Wealth Management LLC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
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|
|
Tempus Wealth Planning, LLC
|
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
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|
Rocky Mountain Advisers, Llc
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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|
Conning Inc.
|
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|
Centricity Wealth Management, LLC
|
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Rafferty Asset Management, LLC
|
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
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|
Legacy Investment Solutions, LLC
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
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|
|
Dynamic Technology Lab Private Ltd
|
|
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|
|
BlackRock, Inc.
|
|
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Plante Moran Financial Advisors, LLC
|
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|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
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|
Brown Financial Advisors
|
|
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|
Tompkins Financial Corp
|
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|
Peapack Gladstone Financial Corp
|
|
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|
Lowe Wealth Advisors, LLC
|
|
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|
Sagespring Wealth Partners, Llc
|
|
|
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|
Thrive Wealth Management, LLC
|
|
|
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|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Belmont Capital, LLC
|
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|
Centennial Bank/AR/
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
City Holding Co
|
|
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|
|
Moody National Bank Trust Division
|
|
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|
|
Aspire Private Capital, LLC
|
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|
|
Meeder Asset Management Inc
|
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|
Chicago Partners Investment Group LLC
|
|
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|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
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|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
General Pension Society PZU Joint Stock Co
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
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Good Life Advisors, LLC
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Cim, Llc
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Sig Brokerage, Lp
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|
Dunhill Financial, LLC
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|
California Public Employees Retirement System
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Ci Investments Inc.
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
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|
American Century Companies Inc
|
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|
Smartleaf Asset Management LLC
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Ausdal Financial Partners, Inc.
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Polen Capital Management Llc
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Martin Capital Advisors, LLP
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BankPlus Trust Department
|
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Visionary Horizons, LLC
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Noble Wealth Management PBC
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Wealth Alliance
|
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Royal London Asset Management Ltd
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FIL Ltd
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Gulf International Bank (UK) Ltd
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Fifth Third Bancorp
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Keebeck Alpha, LP
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Stegent Equity Advisors, Inc.
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First Bank & Trust
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
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AIA Group Ltd
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Johnson Financial Group, Inc.
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Access Investment Management LLC
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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Select Equity Group, L.P.
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BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
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Andra AP-fonden
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Synergy Financial Group, LTD
|
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Bank of New York Mellon Corp
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
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National Bank Of Canada /fi/
|
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WealthTrak Capital Management LLC
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Wimmer Associates 1, Llc
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Mackenzie Financial Corp
|
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
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|
Integrated Investment Consultants, LLC
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Belpointe Asset Management LLC
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Clark Capital Management Group, Inc.
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Vision Financial Markets Llc
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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Orion Portfolio Solutions, LLC
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
IMC-Chicago, LLC
|
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RDA Financial Network
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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Stifel Financial Corp
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Gibraltar Capital Management, Inc.
|
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|
Sagard Holdings Management Inc.
|
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
Astoria Portfolio Advisors LLC.
|
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Boyd Watterson Asset Management Llc/oh
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Bouvel Investment Partners, LLC
|
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Daymark Wealth Partners, Llc
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Aprio Wealth Management, LLC
|
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Matrix Asset Advisors Inc/ny
|
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|
Moors & Cabot, Inc.
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Westside Investment Management, Inc.
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Princeton Global Asset Management LLC
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CALIFORNIA FIRST LEASING Corp
|
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Simon Quick Advisors, Llc
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
|
Snowden Capital Advisors LLC
|
|
|
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|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
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|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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|
Weiss Asset Management LP
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Ecofi Investissements Sa
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
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|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Safe Harbor Fiduciary, LLC
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|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Alpha Family Trust
|
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|
Achmea Investment Management B.V.
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Private Wealth Management Group, LLC
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|
PARK CIRCLE Co
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
Wellington Shields Capital Management, LLC
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|
Prudential Financial Inc
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|
Tcw Group Inc
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
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|
Bell Investment Advisors, Inc
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Davis Capital Management
|
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Montag A & Associates Inc
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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|
Stephenson National Bank & Trust
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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|
Swiss National Bank
|
|
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Edgestream Partners, L.P.
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Bradley Foster & Sargent Inc/ct
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North Capital, Inc.
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Truvestments Capital Llc
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Bleakley Financial Group, LLC
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Atlantic Trust, LLC
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Boulder Growth & Income Fund
|
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Union Bancaire Privee, UBP SA
|
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Diversify Advisory Services, LLC
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Security National Bank Of So Dak
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
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Verus Capital Partners, Llc
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
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Clear Street Llc
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Addison Advisors LLC
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Centiva Capital, LP
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
Pandora Wealth, Inc.
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Sage Capital Advisors,llc
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WestEnd Advisors, LLC
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Hudson Bay Capital Management LP
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Helios Capital Management Pte. Ltd
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Firsthand Capital Management, Inc.
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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Park Avenue Securities Llc
|
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Fortem Financial Group, Llc
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
LRI Investments, LLC
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|
Bank Of America Corp /de/
|
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Northstar Asset Management Inc
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Fox Run Management, L.l.c.
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
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|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Flagship Harbor Advisors, Llc
|
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|
Heritage Trust Co
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
Jupiter Asset Management Ltd
|
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|
Koa Wealth Management, LLC
|
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|
Nilsine Partners, LLC
|
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|
Peoples Financial Services Corp.
|
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|
Union Square Park Capital Management, LLC
|
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|
Simplicity Wealth,LLC
|
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|
Pacifica Partners Inc.
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
|
|
Kentucky Retirement Systems
|
|
|
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|
|
Martin & Co Inc /tn/
|
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|
FourThought Financial Partners, LLC
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
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|
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|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Zazove Associates Llc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Foxhaven Asset Management, LP
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Marathon Asset Management Lp
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
ARKD - EA Series Trust - ARK 21Shares Blockchain and Digital Economy Innovation ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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|
CVA Family Office, LLC
|
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|
Lederer & Associates Investment Counsel/ca
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ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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|
Ghe, Llc
|
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|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
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|
MidWestOne Financial Group, Inc.
|
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|
Meridian Wealth Management, LLC
|
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|
Iowa State Bank
|
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|
Davies Financial Advisors, Inc.
|
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Worldquant Millennium Advisors Llc
|
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Nicholas Hoffman & Company, LLC.
|
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|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
Central Pacific Bank - Trust Division
|
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|
Group One Trading, L.p.
|
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Raymond James Financial Inc
|
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Allspring Global Investments Holdings, LLC
|
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|
Tower Research Capital LLC (TRC)
|
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|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Cullen/frost Bankers, Inc.
|
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APG Asset Management N.V.
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Twin Focus Capital Partners, Llc
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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Sachetta, LLC
|
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|
Chou Associates Management Inc.
|
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Jacobs & Co/ca
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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|
Mcrae Capital Management Inc
|
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|
CIBC World Markets Inc.
|
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Versor Investments LP
|
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PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
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|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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Primecap Management Co/ca/
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
AIMZ Investment Advisors, LLC
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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Wolverine Trading, Llc
|
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Commerce Bank
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Oak Associates Ltd /oh/
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
DiNuzzo Private Wealth, Inc.
|
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Clearbridge Investments, LLC
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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|
Mendel Money Management
|
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|
GM Advisory Group, Inc.
|
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Lido Advisors, LLC
|
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|
Farmers & Merchants Investments Inc
|
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|
Ilex Capital Partners (UK) LLP
|
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|
Sherman Asset Management, Inc.
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
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|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
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|
IFP Advisors, Inc
|
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|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Soviero Asset Management, LP
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Marks Wealth, LLC
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Avory & Company, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Blue Door Asset Management, LLC
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
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V-Square Quantitative Management LLC
|
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|
IMG Wealth Management, Inc.
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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DLD Asset Management, LP
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Barton Investment Management
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Banque Transatlantique SA
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Horizon Bancorp Inc /in/
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Bridgewater Advisors Inc.
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ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
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Voleon Capital Management Lp
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Evergreen Quality Fund GP, Ltd.
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Security National Bank
|
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Verdence Capital Advisors LLC
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Cullen Investment Group, Ltd.
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Guardian Wealth Advisors, Llc / Nc
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Coppell Advisory Solutions LLC
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LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Banco Bilbao Vizcaya Argentaria, S.a.
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Harbour Investments, Inc.
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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Evergreen Private Wealth LLC
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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MCF Advisors LLC
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Capital A Wealth Management, LLC
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
United Bank
|
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Avalon Trust Co
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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|
Narus Financial Partners, LLC
|
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Insight Advisors, LLC/ PA
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Hollencrest Capital Management
|
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DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
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Rokos Capital Management LLP
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CMT Capital Markets Trading GmbH
|
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Bnp Paribas
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Glenview Trust Co
|
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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ARK Investment Management LLC
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OneAscent Family Office, LLC
|
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Lindbrook Capital, Llc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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CENTRAL TRUST Co
|
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MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF
|
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|
EverSource Wealth Advisors, LLC
|
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CX Institutional
|
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Quest Partners LLC
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Parcion Private Wealth LLC
|
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Tandem Capital Management Corp /adv
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Alphadyne Asset Management, LLC
|
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|
Williams Jones Wealth Management, LLC.
|
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Atlas Capital Advisors Llc
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Aviva Plc
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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State Of Wisconsin Investment Board
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
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|
Wood Tarver Financial Group, LLC
|
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111 Capital
|
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|
FSA Wealth Management LLC
|
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Albion Financial Group /ut
|
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Prosperity Wealth Management, Inc.
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
Kingstone Capital Partners Texas, LLC
|
|
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|
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|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
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|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Truffle Hound Capital, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Redwood Grove Capital, LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
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YHB Investment Advisors, Inc.
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MetLife Investment Management, LLC
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Riggs Asset Managment Co. Inc.
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Barclays Plc
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Thrivent Financial For Lutherans
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WealthCollab, LLC
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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Gf Fund Management Co. Ltd.
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ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
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Harber Asset Management Llc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Gagnon Securities Llc
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Flossbach Von Storch Ag
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HighTower Advisors, LLC
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MSH Capital Advisors LLC
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Verde Capital Management
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Evelyn Partners Asset Management Ltd
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Lazari Capital Management, Inc.
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Stratos Wealth Partners, LTD.
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Fulcrum Capital LLC
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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London & Capital Asset Management Ltd
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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Apriem Advisors
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Macquarie Group Ltd
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Chiron Capital Management, Llc
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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United Community Bank
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Pinnacle Bancorp, Inc.
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
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Boltwood Capital Management
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
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Burkett Financial Services, Llc
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Vickerman Investment Advisors, Inc.
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UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
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RMR Wealth Builders
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Formidable Asset Management, LLC
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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Philip James Wealth Mangement, LLC
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