|
40 North Management LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
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|
Nicolet Advisory Services, Llc
|
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|
Eagle Global Advisors Llc
|
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|
Providence Capital Advisors, LLC
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
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|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
Elefante Mark B
|
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|
WP Advisors, LLC
|
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|
Burke & Herbert Bank & Trust Co
|
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|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
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|
Snowden Capital Advisors LLC
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
PFG Investments, LLC
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
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|
Cresset Asset Management, LLC
|
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|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
|
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|
Atlantic Union Bankshares Corp
|
|
|
|
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|
Park Place Capital Corp
|
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|
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|
Connable Office Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
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|
Investment Management Corp of Ontario
|
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|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Fairscale Capital, LLC
|
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|
Tounjian Advisory Partners, Llc
|
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|
Novem Group
|
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|
Aigen Investment Management, Lp
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
Advisors Preferred, LLC
|
|
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Talon Private Wealth, LLC
|
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|
Hidden Cove Wealth Management, LLC
|
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|
Ellevest, Inc.
|
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Belpointe Asset Management LLC
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|
Tealwood Asset Management Inc
|
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Settian Capital LP
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
LOM Asset Management Ltd
|
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|
Blue Chip Partners, Inc.
|
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RDA Financial Network
|
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|
Holocene Advisors, LP
|
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|
Pinkerton Retirement Specialists, LLC
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
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|
Meridian Investment Counsel Inc.
|
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|
Leelyn Smith, LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
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|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
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|
Portside Wealth Group, LLC
|
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|
Mystic Asset Management, Inc.
|
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|
Dogwood Wealth Management LLC
|
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|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
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|
|
Cubist Systematic Strategies, LLC
|
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|
Lathrop Investment Management Corp
|
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|
Robbins Farley Llc
|
|
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|
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|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Avion Wealth
|
|
|
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|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Dover Advisors, Llc
|
|
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|
|
Granite Harbor Advisors, Inc.
|
|
|
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|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Financial Advisors Network, Inc.
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Certified Advisory Corp
|
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Peapack Gladstone Financial Corp
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Kathmere Capital Management, LLC
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
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|
Cetera Investment Advisers
|
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Concord Wealth Partners
|
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Atria Investments Llc
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Verus Capital Partners, Llc
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Ccm Investment Advisers Llc
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Roberts Glore & Co Inc /il/
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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Oak Thistle LLC
|
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Perkins Coie Trust Co
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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KKM Financial LLC
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Ronald Blue Trust, Inc.
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Susquehanna International Group, Llp
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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Alta Capital Management Llc/
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Relyea Zuckerberg Hanson LLC
|
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Community Bank & Trust, Waco, Texas
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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Elo Mutual Pension Insurance Co
|
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Goldman Sachs Group Inc
|
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Hobart Private Capital, LLC
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Clearbridge Investments, LLC
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WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
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Legacy Wealth Managment, LLC/ID
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Regions Financial Corp
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Gitterman Wealth Management, LLC
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W.G. Shaheen & Associates DBA Whitney & Co
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Baird Financial Group, Inc.
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Strategic Global Advisors, LLC
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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Northwest Wealth Management, Llc
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Summit X, LLC
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F/M Investments LLC
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Tactive Advisors, LLC
|
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ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
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AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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Tompkins Financial Corp
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Markel Corp
|
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Stock Yards Bank & Trust Co
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First National Bank Of Omaha
|
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Spinnaker Investment Group, LLC
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American Century Companies Inc
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Cheviot Value Management, LLC
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Van Eck Associates Corp
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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West Branch Capital LLC
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Magnetar Financial LLC
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
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Trust Co Of Virginia /va
|
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Ssa Swiss Advisors Ag
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Bulltick Wealth Management, LLC
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Black Maple Capital Management LP
|
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Unigestion Holding SA
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
Transatlantique Private Wealth Llc
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|
Gwn Securities Inc.
|
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|
Muirfield Wealth Advisors Llc
|
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Bourne Lent Asset Management Inc
|
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|
Silvercrest Asset Management Group Llc
|
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GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
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Green Square Capital Advisors Llc
|
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Jensen Investment Management Inc
|
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Gordian Capital Singapore Pte Ltd
|
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|
FT Vest Total Return Income Fund: Series A3
|
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|
Corient IA LLC
|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
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|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
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|
Capital Asset Advisory Services LLC
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Family Management Corp
|
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|
University Of Texas/texas Am Investment Managment Co
|
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|
Claro Advisors LLC
|
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|
Longview Partners (Guernsey) LTD
|
|
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|
|
|
Bank of New Hampshire
|
|
|
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|
|
Integrated Wealth Concepts LLC
|
|
|
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|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Truffle Hound Capital, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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|
Olstein Capital Management, L.P.
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Cable Hill Partners, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Cercano Management LLC
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
Palisade Capital Management Llc/nj
|
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Legacy Wealth Management, LLC / MS
|
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Smith Anglin Financial, LLC
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Jacobs & Co/ca
|
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MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
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Sage Private Wealth Group, Llc
|
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|
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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EP Wealth Advisors, Inc.
|
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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Stablepoint Partners, LLC
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Zuckerman Investment Group, LLC
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Seven Mile Advisory
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Summit Financial, LLC
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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CRA Financial Services, LLC
|
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Sit Investment Associates Inc
|
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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Alta Wealth Advisors LLC
|
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Nbt Bank N A /ny
|
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National Pension Service
|
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Red Wave Investments LLC
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
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PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
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Two Sigma Investments, Lp
|
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TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
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Seizert Capital Partners, Llc
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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Private Advisor Group, LLC
|
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Glenmede Trust Co Na
|
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Mariner, LLC
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Alapocas Investment Partners, Inc.
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Hilltop Holdings Inc.
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One Wealth Capital Management, Llc
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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Barton Investment Management
|
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Kimelman & Baird, LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Guinness Atkinson Asset Management Inc
|
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First Manhattan Co
|
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Highlander Partners, L.P.
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CBIZ Investment Advisory Services, LLC
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Emerald Investment Partners, Llc
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Core Alternative Capital
|
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Omnia Family Wealth, LLC
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Gotham Asset Management, LLC
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Horizon Family Wealth, Inc.
|
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TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
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Keebeck Wealth Management, LLC
|
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Warm Springs Advisors Inc.
|
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FT Vest Total Return Income Fund: Series B1
|
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C WorldWide Group Holding A/S
|
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Crews Bank & Trust
|
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Forsta Ap-fonden
|
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Richardson Financial Services Inc.
|
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Elyxium Wealth, LLC
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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|
FSM Wealth Advisors, LLC
|
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Simon Quick Advisors, Llc
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
Sivia Capital Partners, LLC
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
1832 Asset Management L.P.
|
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
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|
Arkadios Wealth Advisors
|
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|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
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|
S-Bank Fund Management Ltd
|
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|
Kestra Investment Management, LLC
|
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Mather Group, Llc.
|
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Petrus Trust Company, LTA
|
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|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
TFB Advisors LLC
|
|
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|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Ownership Capital B.V.
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
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|
|
Davidson Capital Management Inc.
|
|
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|
Webster Bank, N. A.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Hoffman, Alan N Investment Management
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Shariaportfolio, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
CIBC Capital Markets (Europe) S.A.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
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Plante Moran Financial Advisors, LLC
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OneAscent Financial Services LLC
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
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|
GAMMA Investing LLC
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
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|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
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|
Intact Investment Management Inc.
|
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|
iA Global Asset Management Inc.
|
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Aaron Wealth Advisors LLC
|
|
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MEMBERS Trust Co
|
|
|
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|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
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|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Islay Capital Management, Llc
|
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Css Llc/il
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Promethos Capital, LLC
|
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Avaii Wealth Management, Llc
|
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BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
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FourThought Financial Partners, LLC
|
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N.E.W. Advisory Services LLC
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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Phoenix Wealth Advisors
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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MAI Capital Management
|
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Transcend Wealth Collective, Llc
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Private Wealth Partners, LLC
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Breakwater Investment Management
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Welch Group, LLC
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Gradient Capital Advisors, LLC
|
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Hills Bank & Trust Co
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
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|
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|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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Legacy Trust
|
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Deseret Mutual Benefit Administrators
|
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Sandhill Capital Partners LLC
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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State Of Wisconsin Investment Board
|
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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Apexium Financial, Lp
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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VCULX - VALIC Co I - Growth Fund
|
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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Farther Finance Advisors, LLC
|
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Wetherby Asset Management Inc
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
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Covenant Asset Management, LLC
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Mattern Capital Management, Llc
|
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Motive Wealth Advisors
|
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Pinnacle West Asset Management, Inc.
|
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Malaga Cove Capital, LLC
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
IVC Wealth Advisors LLC
|
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|
Pflug Koory, LLC
|
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|
Stuart Chaussee & Associates, Inc.
|
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AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
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Rogco, Lp
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Dillon & Associates Inc
|
|
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|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
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|
Waldron Private Wealth LLC
|
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|
Aviva Plc
|
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Kirtland Hills Capital Management, Llc
|
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
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|
|
Envestnet Asset Management Inc
|
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|
Redwood Wealth Management Group, LLC
|
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BLI - Banque de Luxembourg Investments
|
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|
Rodgers Brothers Inc.
|
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First Long Island Investors, LLC
|
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|
Dnca Finance
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
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|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
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|
|
|
Harbor Advisors LLC
|
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|
CHICAGO TRUST Co NA
|
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|
Palmer Knight Co
|
|
|
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|
Aspire Private Capital, LLC
|
|
|
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|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Kerrisdale Advisers, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
Benjamin Edwards Inc
|
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DT Investment Partners, LLC
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Insigneo Advisory Services, Llc
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Traub Capital Management LLC
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Pinney & Scofield, Inc.
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|
Baker Chad R
|
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Mid-American Wealth Advisory Group, Inc.
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REAP Financial Group, LLC
|
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Key Client Fiduciary Advisors, LLC
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Dempze Nancy E
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Leavell Investment Management, Inc.
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|
Financial Connections Group, Inc.
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Old Port Advisors
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Montrusco Bolton Investments Inc.
|
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FLC Capital Advisors
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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|
Central Bank & Trust Co
|
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Kinneret Advisory, LLC
|
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Conscious Wealth Investments, Llc
|
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Avestar Capital, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Wesbanco Bank Inc
|
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Sterling Investment Counsel, LLC
|
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Aviso Financial Inc.
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Arrow Financial Corp
|
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Azzad Asset Management Inc /adv
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Cross Staff Investments Inc
|
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Envestnet Portfolio Solutions, Inc.
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Peak Asset Management, LLC
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New Mexico Educational Retirement Board
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Asset Advisors Investment Management, LLC
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Riverwater Partners LLC
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Pinnacle Bancorp, Inc.
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Epoch Investment Partners, Inc.
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State of Wyoming
|
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Longfellow Investment Management Co Llc
|
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Garrett Investment Advisors LLC
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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1st Source Bank
|
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Madison Asset Management, LLC
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New York State Teachers Retirement System
|
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SC&H Financial Advisors, Inc.
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Morningstar Investment Services LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Aprio Wealth Management, LLC
|
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|
WASHINGTON TRUST Co
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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Brighton Jones Llc
|
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TAX - EA Series Trust - Cambria Tax Aware ETF
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
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MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
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|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
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|
BluePointe Capital Management, LLC
|
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|
Wolverine Asset Management Llc
|
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|
Compass Planning Associates Inc
|
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|
Drive Wealth Management, Llc
|
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|
Icon Advisers Inc/co
|
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|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
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|
Sowell Financial Services LLC
|
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|
SBI Securities Co., Ltd.
|
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|
Brown Brothers Harriman & Co
|
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|
Bellecapital International Ltd.
|
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|
Nicolet Bankshares Inc
|
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
Groupama Asset Managment
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
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|
|
Pavion Blue Capital, LLC
|
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|
Warren Street Wealth Advisors, LLC
|
|
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|
|
|
Wakefield Asset Management LLLP
|
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|
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|
|
MCF Advisors LLC
|
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|
|
Quantinno Capital Management LP
|
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|
Proffitt & Goodson Inc
|
|
|
|
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|
Verition Fund Management LLC
|
|
|
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|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
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|
Cape Ann Savings Bank
|
|
|
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|
UBS Group AG
|
|
|
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|
Occidental Asset Management, LLC
|
|
|
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|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
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|
Simmons Bank
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
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|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
Vancity Investment Management Ltd
|
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|
Bennett Selby Investments Lp
|
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Ensign Peak Advisors, Inc
|
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
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|
|
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|
Raiffeisen Bank International AG
|
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|
Fire Capital Management LLC
|
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|
Twin City Private Wealth, Llc
|
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|
Concurrent Investment Advisors, LLC
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Onefund, Llc
|
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|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
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|
Doliver Advisors, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
|
Atlantic Trust, LLC
|
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|
Jamison Private Wealth Management, Inc.
|
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TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
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|
Newman Dignan & Sheerar, Inc.
|
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|
L2 Asset Management, LLC
|
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|
Shufro Rose & Co Llc
|
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|
Pensionmark Financial Group, Llc
|
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|
Wesleyan Assurance Society
|
|
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|
Bremer Bank National Association
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Breed's Hill Capital LLC
|
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|
Empowered Funds, LLC
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
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|
|
Wellington Management Group Llp
|
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|
Denali Advisors Llc
|
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Avenue 1 Advisors, LLC
|
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|
Peregrine Capital Management Llc
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
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|
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|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
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|
Concentrum Wealth Management
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
LongView Asset Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Ecofi Investissements Sa
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
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|
La Banque Postale Asset Management SA
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NS Partners Ltd
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Rational Advisors Llc
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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Synovus Financial Corp
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MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
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South Dakota Investment Council
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Axa S.a.
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Capula Management Ltd
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Johnson Financial Group, Inc.
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Capital International Inc /ca/
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Roffman Miller Associates Inc /pa/
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Burr Financial Services, Llc
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Broderick Brian C
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Financial Engines Advisors L.L.C.
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Sapient Capital Llc
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Alerus Financial Na
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Azimuth Capital Investment Management LLC
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Washington Trust Bank
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Old Point Trust & Financial Services N A
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J.Safra Asset Management Corp
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POLRX - FundVantage Trust - Polen Growth Fund Investor Class
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Albert D Mason Inc
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
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Kennebec Savings Bank
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Townsquare Capital Llc
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Cornerstone Planning, LLC
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Granite FO LLC
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Westerkirk Capital Inc.
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Baxter Bros Inc
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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Peak6 Llc
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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Investment Partners, Ltd.
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Guardian Asset Advisors, LLC
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Provident Investment Management, Inc.
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Astoria Portfolio Advisors LLC.
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Culbertson A N & Co Inc
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New World Advisors LLC
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Biondo Investment Advisors, LLC
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AGH Wealth Advisors, LLC
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Cedar Wealth Management, LLC
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Palumbo Wealth Management LLC
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Tobam
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EPG Wealth Management LLC
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BEEX - Tidal Trust III - The BeeHive ETF
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WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
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Oxbow Advisors, LLC
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Nelson Capital Management, LLC
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Greenleaf Trust
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Syon Capital Llc
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Franklin Street Advisors Inc /nc
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Headinvest, Llc
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River Street Advisors LLC
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Creekmur Asset Management LLC
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Rosenblum Silverman Sutton S F Inc /ca
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Harold Davidson & Associates Inc.
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Martin Capital Advisors, LLP
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Man Group plc
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111 Capital
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Willis Investment Counsel
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Distillate Capital Partners LLC
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Advocate Group Llc
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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Marietta Wealth Management, LLC
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Modera Wealth Management, LLC
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Teza Capital Management LLC
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Castle Rock Wealth Management, LLC
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Annandale Capital, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
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|
LVW Advisors, LLC
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Allstate Corp
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Oak Asset Management, LLC
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BRYN MAWR TRUST Co
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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EBI - RBB Fund Trust - Longview Advantage ETF
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Grandfield & Dodd, Llc
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Valeo Financial Advisors, LLC
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
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Fairfield, Bush & Co.
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Wilson Asset Management (international) Pty Ltd
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RVER - Advisor Managed Portfolios - Trenchless Fund ETF
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
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Marshall Wace, Llp
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Graham Capital Management, L.P.
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|
Stratos Wealth Partners, LTD.
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|
Grimes & Company, Inc.
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East Coast Asset Management, LLC.
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Harmony Asset Management Llc
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Cigna Investments Inc /new
|
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|
Lazard Global Total Return & Income Fund Inc
|
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|
Paragon Private Wealth Management, LLC
|
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|
Citizens Financial Group Inc/ri
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|
Kera Capital Partners, Inc.
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
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|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
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|
Bessemer Group Inc
|
|
|
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|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
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|
|
|
|
GHP Investment Advisors, Inc.
|
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|
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|
|
Vanguard Group Inc
|
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|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
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|
|
Aqr Capital Management Llc
|
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|
|
Clearline Capital LP
|
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|
|
Tableaux Llc
|
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|
Versant Capital Management, Inc
|
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|
|
Miracle Mile Advisors, LLC
|
|
|
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|
|
Norden Group Llc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
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|
|
|
|
First Horizon Advisors, Inc.
|
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|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
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|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Trexquant Investment LP
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
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|
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|
Tectonic Advisors Llc
|
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|
Guggenheim Capital Llc
|
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|
Diligent Investors, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
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|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
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|
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|
Quantum Private Wealth, LLC
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
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|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
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|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
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|
|
|
High Note Wealth, LLC
|
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|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
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|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
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|
OV Management LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
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|
Waycross Partners, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Highland Capital Management Fund Advisors, L.p.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
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Agp Franklin, Llc
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Veracity Capital LLC
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MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
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Wsfs Capital Management, Llc
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Accurate Wealth Management, LLC
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Livforsakringsbolaget Skandia, Omsesidigt
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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Northstar Asset Management Inc
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Trust Co Of Toledo Na /oh/
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Philip James Wealth Mangement, LLC
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Perennial Investment Advisors, LLC
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Boston Common Asset Management, LLC
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Atalanta Sosnoff Capital, Llc
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Vontobel Holding Ltd.
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BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
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Falcon Wealth Planning
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Bank Of Nova Scotia Trust Co
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180 Wealth Advisors, Llc
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Fairvoy Private Wealth, LLC
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Golden State Wealth Management, LLC
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Private Harbour Investment Management & Counsel, LLC
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Fort Washington Investment Advisors Inc /oh/
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Saturna Capital CORP
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
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Ethos Financial Group, LLC
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First Business Financial Services, Inc.
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London & Capital Asset Management Ltd
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Lummis Asset Management, LP
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
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Geode Capital Management, Llc
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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Nicholas Company, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
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Virtus ETF Advisers LLC
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Segment Wealth Management, LLC
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
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Mesirow Financial Investment Management, Inc.
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Mechanics Financial Corp
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Clear Creek Financial Management, LLC
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BTC Capital Management, Inc.
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Eastern Bank
|
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EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
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Mirabaud & Cie SA
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Optimum Investment Advisors
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Everpar Advisors Llc
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Penobscot Investment Management Company, Inc.
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Railway Pension Investments Ltd
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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Cim Investment Mangement Inc
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DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
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Marks Group Wealth Management, Inc
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Goldstein Advisors, LLC
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Beacon Pointe Advisors, LLC
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Meeder Advisory Services, Inc.
|
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
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Acadian Asset Management Llc
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Skandinaviska Enskilda Banken AB (publ)
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
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|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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Garrett Wealth Advisory Group, LLC
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Volterra Technologies LP
|
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|
Vestcor Inc
|
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Wd Rutherford Llc
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ARK Investment Management LLC
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Rexford Capital Inc
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NewSquare Capital LLC
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Trillium Asset Management, Llc
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Lindsell Train Ltd
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Triodos Investment Management BV
|
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Ridgecrest Wealth Partners, Llc
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Te Ahumairangi Investment Management Ltd
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Cypress Asset Management Inc/tx
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Allianz Asset Management GmbH
|
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Gamco Investors, Inc. Et Al
|
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Polymer Capital Management (US) LLC
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|
United Advisor Group, LLC
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|
Jarislowsky, Fraser Ltd
|
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|
Pnc Financial Services Group, Inc.
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Appleton Partners Inc/ma
|
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|
Signal Advisors Wealth, LLC
|
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|
California Public Employees Retirement System
|
|
|
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|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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|
Natixis
|
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|
Painted Porch Advisors LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
AlpenGlobal Capital LLC
|
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|
Van Strum & Towne Inc.
|
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|
Metis Global Partners, LLC
|
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|
Sittner & Nelson, Llc
|
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|
Cito Capital Group, LLC
|
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|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
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|
Hixon Zuercher, LLC
|
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|
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|
Albion Financial Group /ut
|
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|
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|
|
Compass Wealth Management LLC
|
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|
|
TCTC Holdings, LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Georgetown University
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
|
|
|
Armstrong Advisory Group, Inc
|
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|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
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Financial Council Asset Management Inc
|
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|
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AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
Bedel Financial Consulting, Inc.
|
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Trail Ridge Investment Advisors, LLC
|
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Bank & Trust Co
|
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FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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|
Smith Group Asset Management, LLC
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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Mufg Securities Americas Inc.
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Garda Capital Partners Lp
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Crux Wealth Advisors
|
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Avidian Wealth Solutions, LLC
|
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
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|
Checchi Capital Advisers, LLC
|
|
|
|
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|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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|
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|
Aspen Grove Capital, LLC
|
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Savoie Capital LLC
|
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WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
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|
Prescott Group Capital Management, L.l.c.
|
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|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
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|
Lee Financial Co
|
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|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
|
|
|
Ethic Inc.
|
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|
WFA of San Diego, LLC
|
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Fulcrum Asset Management LLP
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
|
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|
Kiker Wealth Management, LLC
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Meridian Wealth Advisors, LLC
|
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|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
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|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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|
denkapparat Operations GmbH
|
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|
Kanawha Capital Management Llc
|
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Equitable Holdings, Inc.
|
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Poinciana Advisors Group, Llc
|
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YHB Investment Advisors, Inc.
|
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Sharkey, Howes & Javer
|
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Barbara Oil Co.
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
Etesian Wealth Advisors, Inc.
|
|
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|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
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|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
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|
Great Lakes Advisors, Llc
|
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|
Thompson Siegel & Walmsley Llc
|
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True Wealth Design, LLC
|
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|
Strs Ohio
|
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|
Cornerstone Planning Group LLC
|
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Aspiriant, Llc
|
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Fundamentun, Llc
|
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Lifeworks Advisors, LLC
|
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Nfj Investment Group, Llc
|
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Bayforest Capital Ltd
|
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1 North Wealth Services Llc
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Redwood Grove Capital, LLC
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Regatta Capital Group, Llc
|
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|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Aries Wealth Management
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
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|
|
IFC Advisors LLC
|
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|
Selway Asset Management
|
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|
Flossbach Von Storch Ag
|
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|
OneAscent Wealth Management LLC
|
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|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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|
Grove Bank & Trust
|
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|
Coastal Bridge Advisors, LLC
|
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|
Coign Capital Advisors LLC
|
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|
Wade Financial Advisory, Inc
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Channel Wealth Llc
|
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|
Logan Capital Management Inc
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
3Chopt Investment Partners, LLC
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|
Centricity Wealth Management, LLC
|
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Evoke Wealth, Llc
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Northwest Capital Management Inc
|
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|
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|
|
Canandaigua National Bank & Trust Co
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
|
Bastion Asset Management Inc.
|
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|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Shorepath Capital Management LLC
|
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|
Polen Capital Management Llc
|
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JustInvest LLC
|
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|
Cascade Financial Partners, LLC
|
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Premier Path Wealth Partners, LLC
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
Citizens National Bank Trust Department
|
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|
WealthPlan Investment Management, LLC
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Rsm Us Wealth Management Llc
|
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Davis R M Inc
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
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|
Patten & Patten Inc/tn
|
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|
GW&K Investment Management, LLC
|
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Avalon Trust Co
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Addenda Capital Inc.
|
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Royal London Asset Management Ltd
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CastleKnight Management LP
|
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Wolverine Trading, Llc
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
|
|
West Oak Capital, LLC
|
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|
Bath Savings Trust Co
|
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|
Jeppson Wealth Management, Llc
|
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City Holding Co
|
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|
Colony Group, LLC
|
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BlackDiamond Wealth Management Inc.
|
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|
De Burlo Group Inc
|
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|
Y.D. More Investments Ltd
|
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Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
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Umpqua Bank
|
|
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|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
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|
West Michigan Advisors, Llc
|
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E. Ohman J:or Asset Management AB
|
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Nikulski Financial, Inc.
|
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Founders Capital Management
|
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Sciencast Management LP
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
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|
|
Berger Financial Group, Inc
|
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|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
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|
|
Guardcap Asset Management Ltd
|
|
|
|
|
|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
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|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
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|
|
Rockland Trust Co
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
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|
OneAscent Investment Solutions LLC
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|
Canandaigua National Trust Co of Florida
|
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|
Orin Green Financial, LLC
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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|
Five Oceans Advisors
|
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|
Baldwin Investment Management, LLC
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Davidson Investment Advisors
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Jump Financial, LLC
|
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|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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|
Noble Wealth Management PBC
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
New Hampshire Trust
|
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|
Advanced Portfolio Management, LLC
|
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|
Paradigm Asset Management Co Llc
|
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|
Crestwood Advisors Group LLC
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|
Leeward Financial Partners, LLC
|
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|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
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|
Vista Investment Management
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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|
Breakwater Capital Group
|
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Cornerstone Advisors, LLC
|
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|
Avantax Planning Partners, Inc.
|
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|
Bellwether Advisors, LLC
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
Assetmark, Inc
|
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|
Birchbrook, Inc.
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Quent Capital, LLC
|
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|
|
|
|
Bdf-gestion
|
|
|
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|
|
Invesco Ltd.
|
|
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|
Meridian Management Co
|
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|
Abn Amro Investment Solutions
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
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|
|
StoneX Group Inc.
|
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|
RD Finance Ltd
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
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|
|
Jackson, Grant Investment Advisers, Inc.
|
|
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|
Guinness Asset Management LTD
|
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|
KC Investment Advisors, LLC
|
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|
Unified Investment Management
|
|
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|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
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|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
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|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
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|
Clean Yield Group
|
|
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|
Bank of Marin
|
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|
SS&H Financial Advisors, Inc.
|
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|
Westpac Banking Corp
|
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|
Krane Funds Advisors LLC
|
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|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
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|
Czech National Bank
|
|
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|
Westside Investment Management, Inc.
|
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|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Centerpoint Advisors, LLC
|
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|
Mirova
|
|
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|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Analyst IMS Investment Management Services Ltd.
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
NorthRock Partners, LLC
|
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|
Thoroughbred Financial Services, Llc
|
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|
Citigroup Inc
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
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|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
Hurley Capital, LLC
|
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|
Weiss Asset Management LP
|
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|
Cedar Mountain Advisors, LLC
|
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|
Alpine Bank Wealth Management
|
|
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|
|
DJE Kapital AG
|
|
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|
|
ZEGA Investments, LLC
|
|
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|
M. Kraus & Co
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
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|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
CM Management, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
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Cozad Asset Management Inc
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Delta Financial Advisors Llc
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Valued Wealth Advisors LLC
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Main Street Group, LTD
|
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AMS Capital Ltda
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Lmcg Investments, Llc
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Summitry Llc
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Strategic Investment Advisors / MI
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
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Mml Investors Services, Llc
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Willow Creek Wealth Management Inc.
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Howland Capital Management Llc
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Eqis Capital Management, Inc.
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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Childress Capital Advisors, Llc
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Purkiss Capital Advisors LLC
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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Smithfield Trust Co
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Gluskin Sheff & Assoc Inc
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Qtron Investments LLC
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Christopher J. Hasenberg, Inc
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
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Thrivent Financial For Lutherans
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Quadrature Capital Ltd
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Salomon & Ludwin, LLC
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Sherman Asset Management, Inc.
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Forza Wealth Management, LLC
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Tower Bridge Advisors
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Harbor Capital Advisors, Inc.
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APG Asset Management N.V.
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Daymark Wealth Partners, Llc
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Heard Capital LLC
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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Sunpointe, LLC
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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Trust Point Inc.
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First Trust Advisors Lp
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Thrive Wealth Management, LLC
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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Clifford Swan Investment Counsel Llc
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Integrated Investment Consultants, LLC
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Modern Wealth Management, LLC
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Sachetta, LLC
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
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Edgemoor Investment Advisors, Inc.
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Solstein Capital, LLC
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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Stamos Capital Partners, L.p.
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Sterling Capital Management LLC
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Insight Inv LLC
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Fisher Funds Management LTD
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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IPG Investment Advisors LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Nabity-Jensen Investment Management Inc
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Horizon Investments, LLC
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Squarepoint Ops LLC
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LCM Capital Management Inc
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Illinois Municipal Retirement Fund
|
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Allen Capital Group, LLC
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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Axq Capital, Lp
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BNP Paribas Asset Management Holding S.A.
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Liberty Capital Management, Inc.
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SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
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|
Romano Brothers And Company
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
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Park National Corp /oh/
|
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Mirae Asset Global Investments Co., Ltd.
|
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MainStreet Investment Advisors LLC
|
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|
Signet Investment Advisory Group, Inc.
|
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Itau Unibanco Holding S.A.
|
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|
City State Bank
|
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|
Provenance Wealth Advisors, LLC
|
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|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
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|
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|
Tsfg, Llc
|
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|
|
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|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
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|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
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XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
SJS Investment Consulting Inc.
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Formidable Asset Management, LLC
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Atria Wealth Solutions, Inc.
|
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|
Honeycomb Asset Management LP
|
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|
Berbice Capital Management LLC
|
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|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
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|
Beacon Capital Management, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
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|
|
Laurion Capital Management LP
|
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|
|
Fortress Private Ledger, Llc
|
|
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|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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|
|
|
|
Somerset Trust Co
|
|
|
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|
|
Shearwater Capital LLC
|
|
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|
|
Charter Trust Co
|
|
|
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|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
Fox Run Management, L.l.c.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Joho Capital Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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|
M. Kulyk & Associates, LLC
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
E Fund Management (Hong Kong) Co., Ltd.
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Securian Asset Management, Inc
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JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
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|
Group One Trading, L.p.
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Bay Harbor Wealth Management, LLC
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Perpetual Ltd
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
CLARET ASSET MANAGEMENT Corp
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Garde Capital, Inc.
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Capital Investment Advisors, LLC
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Hancock Whitney Corp
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
Middleton & Co Inc/ma
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
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|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
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|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
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|
Ritholtz Wealth Management
|
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MWA Asset Management
|
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Cornerstone Wealth Management, LLC
|
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Pinnacle Associates Ltd
|
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Cromwell Holdings LLC
|
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Hennessy Advisors Inc
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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J.w. Cole Advisors, Inc.
|
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|
Mediolanum International Funds Ltd
|
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Choate Investment Advisors
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
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|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
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|
|
Cerity Partners LLC
|
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Hardman Johnston Global Advisors LLC
|
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Foster Group, Inc.
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Strengthening Families & Communities, LLC
|
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Exchange Bank
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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First National Trust Co
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Fortis Capital Management LLC
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Columbia Asset Management
|
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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Blueshift Asset Management, LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Centre Asset Management, LLC
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Absher Wealth Management, Llc
|
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Johnson Investment Counsel Inc
|
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Channing Global Advisors, Llc
|
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Independence Bank of Kentucky
|
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Perennial Advisors, LLC
|
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Global Wealth Strategies & Associates
|
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CMT Capital Markets Trading GmbH
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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Clal Insurance Enterprises Holdings Ltd
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Avanza Fonder AB
|
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Chesapeake Wealth Management
|
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|
Horizon Financial Services, Llc
|
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Welch & Forbes Llc
|
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LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
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LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
Procyon Private Wealth Partners, LLC
|
|
|
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|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
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|
Harbour Capital Advisors, LLC
|
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|
Seilern Investment Management Ltd
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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|
|
Symphony Financial, Ltd. Co.
|
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|
Patten Group, Inc.
|
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Boston Private Wealth Llc
|
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
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|
Point72 Asset Management, L.P.
|
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Patton Albertson Miller Group, Llc
|
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Evergreen Capital Management Llc
|
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UNIVEST FINANCIAL Corp
|
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|
Hopwood Financial Services, Inc.
|
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|
Boomfish Wealth Group, LLC
|
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|
Blume Capital Management, Inc.
|
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|
Eads & Heald Wealth Management
|
|
|
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|
CoreCap Advisors, LLC
|
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|
|
McKinley Carter Wealth Services, Inc.
|
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|
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|
Stoneridge Investment Partners Llc
|
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|
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|
Lvm Capital Management Ltd/mi
|
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|
Archer Investment Corp
|
|
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|
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|
Savvy Advisors, Inc.
|
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|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Grace & Mercy Foundation, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
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Intech Investment Management Llc
|
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Syntax Research, Inc.
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|
AIMZ Investment Advisors, LLC
|
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|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
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|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
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|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
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|
Border to Coast Pensions Partnership Ltd
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Highland Capital Management, Llc
|
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Point72 Hong Kong Ltd
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DnB Asset Management AS
|
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Triangle Securities Wealth Management
|
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|
Evanson Asset Management, LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
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|
Marcum Wealth, LLC
|
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
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|
Godsey & Gibb Associates
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Moneta Group Investment Advisors Llc
|
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DC Investments Management, LLC
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Precision Wealth Strategies, LLC
|
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Whittier Trust Co
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
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|
Congress Wealth Management LLC / DE /
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Elkhorn Partners Limited Partnership
|
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Suncoast Equity Management
|
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Bridgeway Capital Management Inc
|
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NorthCrest Asset Manangement, LLC
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
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|
Cypress Capital Group
|
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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|
Exencial Wealth Advisors, Llc
|
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|
Point72 (DIFC) Ltd
|
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|
Montag A & Associates Inc
|
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|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
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|
Cantor Fitzgerald, L. P.
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Battery Global Advisors, LLC
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|
Koshinski Asset Management, Inc.
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Private Management Group Inc
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Wealthfront Advisers Llc
|
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|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
Gs Investments, Inc.
|
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AXS Investments LLC
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Mayflower Financial Advisors, LLC
|
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Beacon Financial Group
|
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ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
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|
Tiaa Trust, National Association
|
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|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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Manufacturers Life Insurance Company, The
|
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
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|
Capital Investment Counsel, LLC
|
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|
Cantillon Capital Management Llc
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
Capital A Wealth Management, LLC
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Arbor Trust Wealth Advisors, Llc
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Voya Investment Management Llc
|
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Siren, L.L.C.
|
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Opes Wealth Management LLC
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Prakash Investment Advisors Llc
|
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|
Goodman Advisory Group, LLC
|
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|
Sagard Holdings Management Inc.
|
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Gables Capital Management Inc.
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Account Management LLC
|
|
|
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|
|
Caldwell Securities, Inc
|
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|
Acorn Wealth Advisors, LLC
|
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|
Balyasny Asset Management Llc
|
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|
Cambria Investment Management, L.P.
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Wedmont Private Capital
|
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|
Capital Investment Advisory Services, LLC
|
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|
Camden Capital, LLC
|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
Waterway Wealth Management, LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
Mcdaniel Terry & Co
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
Advisor Group Holdings, Inc.
|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
|
Handelsbanken Fonder AB
|
|
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|
|
Armis Advisers, LLC
|
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|
Principal Securities, Inc.
|
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|
|
Brucke Financial, Inc.
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
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Hrt Financial Lp
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Wealth Enhancement Advisory Services, Llc
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Sara-Bay Financial
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
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Quantum Financial Advisors, LLC
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Vickerman Investment Advisors, Inc.
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Harwood Advisory Group, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Madison Covered Call & Equity Strategy Fund
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
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SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
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Harvey Capital Management Inc
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Capital Planning Advisors, LLC
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Y-Intercept (Hong Kong) Ltd
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Essex Financial Services, Inc.
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Summit Trail Advisors, Llc
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Teilinger Capital Ltd.
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Mirador Capital Partners LP
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RW Investment Management LLC
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Studio Investment Management Llc
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ROM - PROSHARES TRUST - ProShares Ultra Technology
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VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
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Winthrop Advisory Group LLC
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Caitong International Asset Management Co., Ltd
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Riversedge Advisors, Llc
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
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FORA Capital, LLC
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Kilter Group LLC
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FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
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South Plains Financial, Inc.
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Voloridge Investment Management, Llc
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Great West Life Assurance Co /can/
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Royal Bank Of Canada
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Cullinan Associates Inc
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Chilton Investment Co Llc
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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Glen Eagle Advisors, LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Cornerstone Advisory, LLC
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SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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POM Investment Strategies, LLC
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Old Second National Bank Of Aurora
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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First PREMIER Bank
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Icon Wealth Advisors, LLC
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New York Life Investment Management Llc
|
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Callan Family Office, LLC
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Foundations Investment Advisors, LLC
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Sierra Capital LLC
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Alpha Family Trust
|
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LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
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Gilder Gagnon Howe & Co Llc
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Ausdal Financial Partners, Inc.
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Fjell Capital, LLC
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Pin Oak Investment Advisors Inc
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Patton Fund Management, Inc.
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Activest Wealth Management
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JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
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|
Lombard Odier Asset Management (Switzerland) SA
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Glenview Trust Co
|
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Wealth Management Associates, Inc.
|
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
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Advisors Management Group Inc /adv
|
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Pinnacle Financial Partners Inc
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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Covea Finance
|
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Seacrest Wealth Management, Llc
|
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Smith Chas P & Associates Pa Cpas
|
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
Oregon Pacific Wealth Management, LLC
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
Empower Advisory Group, LLC
|
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|
Motley Fool Asset Management LLC
|
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|
Chesley Taft & Associates LLC
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
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|
Cullen/frost Bankers, Inc.
|
|
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|
FIL Ltd
|
|
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|
AllSquare Wealth Management LLC
|
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|
Mjp Associates Inc /adv
|
|
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|
Warren Averett Asset Management, LLC
|
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
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|
Applied Finance Capital Management, LLC
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
Dopkins Wealth Management, Llc
|
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|
NewEdge Wealth, LLC
|
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|
Prossimo Advisors, LLC
|
|
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|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
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|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
