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Metis Global Partners, LLC
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West Oak Capital, LLC
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ABN AMRO Bank N.V.
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
GM Advisory Group, Inc.
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Commerce Bank
|
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Shorepoint Capital Partners LLC
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|
New York State Teachers Retirement System
|
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|
Icon Wealth Advisors, LLC
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New York Life Investment Management Llc
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Nomura Holdings Inc
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Close Asset Management Ltd
|
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MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
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|
Quadrant Private Wealth Management, LLC
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|
Gradient Capital Advisors, LLC
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Avalon Trust Co
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
Thrive Capital Management, LLC
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Bowen Hanes & Co Inc
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Manhattan West Asset Management, LLC
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Covenant Asset Management, LLC
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Janney Montgomery Scott LLC
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King Luther Capital Management Corp
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
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|
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|
Ignite Planners, LLC
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
Northwestern Mutual Investment Management Company, Llc
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Perpetual Ltd
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Frisch Financial Group, Inc.
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Formula Growth Ltd
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Caption Management, LLC
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Latitude Advisors, LLC
|
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Zions Bancorporation, National Association /ut/
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GAMMA Investing LLC
|
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Resources Management Corp /ct/ /adv
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Advisor Group Holdings, Inc.
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
IPG Investment Advisors LLC
|
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|
Cetera Trust Company, N.A
|
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Allen Capital Group, LLC
|
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Ethos Financial Group, LLC
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
Gateway Investment Advisers Llc
|
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|
Cache Advisors, LLC
|
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DRW Securities, LLC
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
SOUTH STATE Corp
|
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|
Costello Asset Management, INC
|
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Real Talk Capital, LLC
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Investment House Llc
|
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St. Clair Advisors, LLC
|
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Teza Capital Management LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
|
Procyon Private Wealth Partners, LLC
|
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|
Trinity Financial Advisors LLC
|
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|
Concurrent Investment Advisors, LLC
|
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Sawyer & Company, Inc
|
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Raiffeisen Bank International AG
|
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ROSS\JOHNSON & Associates LLC
|
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|
Journey Strategic Wealth Llc
|
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|
Td Asset Management Inc
|
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|
Allegiance Financial Group Advisory Services LLC
|
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|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
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|
BayBridge Capital Group, LLC
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
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|
Stephenson National Bank & Trust
|
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|
VSM Wealth Advisory, LLC
|
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Harbour Capital Advisors, LLC
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|
Triasima Portfolio Management inc.
|
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Impact Asset Management GmbH
|
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AA Financial Advisors, LLC
|
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|
Bond & Devick Financial Network, Inc.
|
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|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
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|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Purkiss Capital Advisors LLC
|
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|
DekaBank Deutsche Girozentrale
|
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|
Global Assets Advisory, LLC
|
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|
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio
|
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|
First Heartland Consultants, Inc.
|
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|
Dohj, Llc
|
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|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
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|
AlphaCore Capital LLC
|
|
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|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
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|
|
Petros Family Wealth, LLC
|
|
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|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Bellecapital International Ltd.
|
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|
Reuter James Wealth Management, Llc
|
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|
Cladis Investment Advisory, LLC
|
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|
|
Trust Point Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Country Trust Bank
|
|
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|
Clarus Wealth Advisors
|
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ICICI Prudential Asset Management Co Ltd
|
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|
Minichmacgregor Wealth Management, Llc
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
Evolution Wealth Management Inc.
|
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|
First Merchants Corp
|
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BluePointe Capital Management, LLC
|
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|
Banco Santander, S.A.
|
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|
Qrg Capital Management, Inc.
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|
KG&L Capital Management,LLC
|
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Trust Investment Advisors
|
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|
Pineridge Advisors LLC
|
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Arcadia Investment Management Corp/mi
|
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|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
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|
Mechanics Financial Corp
|
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YANKCOM Partnership
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
Sunflower Bank, N.A.
|
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|
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|
Community Trust & Investment Co
|
|
|
|
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
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|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
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|
|
|
Collier Financial
|
|
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|
Cubist Systematic Strategies, LLC
|
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|
Covenant Partners, LLC
|
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Bradley Foster & Sargent Inc/ct
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Clark Capital Management Group, Inc.
|
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|
Wedbush Securities Inc
|
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Oliver Lagore Vanvalin Investment Group
|
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TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
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|
|
|
|
Financial Advisors Network, Inc.
|
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|
WMG Financial Advisors, LLC
|
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|
Intellectus Partners, LLC
|
|
|
|
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|
Visionary Wealth Advisors
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
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|
JT Stratford LLC
|
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|
Holistic Financial Partners
|
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BankPlus Wealth Management LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
|
Kaizen Financial Strategies
|
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|
Quest Partners LLC
|
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|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
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|
AAFMAA Wealth Management & Trust LLC
|
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Siemens Fonds Invest GmbH
|
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|
Citizens National Bank Trust Department
|
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|
Two Sigma Advisers, Lp
|
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|
SageView Advisory Group, LLC
|
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|
BSW Wealth Partners
|
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|
Aaron Wealth Advisors LLC
|
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|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
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|
Cynosure Management, Llc
|
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|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
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|
Legacy Trust
|
|
|
|
|
|
Ewa, Llc
|
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|
|
|
|
IFG Advisory, LLC
|
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|
|
|
|
Capital Wealth Planning, LLC
|
|
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|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
L & S Advisors Inc
|
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|
|
|
Nemes Rush Group LLC
|
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|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
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|
|
Harmony Asset Management Llc
|
|
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|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
BUG - Global X Funds - Global X Cybersecurity ETF
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
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Old National Bancorp /in/
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Scientech Research LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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Howard Financial Services, Ltd.
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Mattern Wealth Management LLC
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Quarry LP
|
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Interchange Capital Partners, LLC
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ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
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Two Sigma Securities, Llc
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Capital Advisors Inc/ok
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Operose Advisors LLC
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Bragg Financial Advisors, Inc
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N.E.W. Advisory Services LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Epoch Investment Partners, Inc.
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Stock Portfolio - Stock Portfolio
|
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Atomi Financial Group, Inc.
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Capstone Investment Advisors, Llc
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Renasant Bank
|
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Essex Savings Bank
|
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Pacer Advisors, Inc.
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Quantinno Capital Management LP
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Stephens Consulting, LLC
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Main Management ETF Advisors, LLC
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XML Financial, LLC
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Sei Investments Co
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Regatta Capital Group, Llc
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EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
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Round Rock Advisors, LLC
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Gateway Wealth Partners, LLC
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Everpar Advisors Llc
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ORG Wealth Partners, LLC
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Gamco Investors, Inc. Et Al
|
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Baader Bank INC
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Syon Capital Llc
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Turning Point Benefit Group, Inc.
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Midwest Capital Advisors, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Nicholas Company, Inc.
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Disciplined Investors, L.L.C.
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Clarity Capital Partners LLC
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Insight Advisors, LLC/ PA
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Brookwood Investment Group LLC
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Tyche Wealth Partners LLC
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Fortitude Family Office, LLC
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Clg Llc
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Stokes Family Office, LLC
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WNY Asset Management, LLC
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Bell Bank
|
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Vinva Investment Management Ltd
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SGL Investment Advisors, Inc.
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
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Capital Management Associates /ny/
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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ORG Partners LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Csenge Advisory Group
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Luken Investment Analytics, LLC
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|
Gryphon Financial Partners LLC
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Crewe Advisors LLC
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
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|
Talisman Wealth Advisors LLC
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
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|
Sierra Capital LLC
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
Sugar Maple Asset Management, LLC
|
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|
Patten Group, Inc.
|
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Nordea Investment Management Ab
|
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Arthur M. Cohen & Associates, Llc
|
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Beacon Capital Management, LLC
|
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|
Mechanics Bank Trust Department
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
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|
KADENSA CAPITAL Ltd
|
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|
SlateStone Wealth, LLC
|
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|
Great Lakes Advisors, Llc
|
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|
McNamara Financial Services, Inc.
|
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|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
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|
Richard W. Paul & Associates, LLC
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
Oppenheimer Asset Management Inc.
|
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|
HFM Investment Advisors, LLC
|
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|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
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|
Perkins Coie Trust Co
|
|
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|
Valley Brook Capital Group, Inc.
|
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|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
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|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
MAI Capital Management
|
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|
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|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
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|
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|
|
Hudson Bay Capital Management LP
|
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|
|
Mendel Money Management
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Core Wealth Management, Inc.
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
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Legacy Financial Advisors, Inc.
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Americana Partners, LLC
|
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Commonwealth Financial Services, LLC
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Jaffetilchin Investment Partners, LLC
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Alteri Wealth LLC
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Occudo Quantitative Strategies Lp
|
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Byrne Asset Management LLC
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Heritage Trust Co
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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Bill Few Associates, Inc.
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Quintet Private Bank (Europe) S.A.
|
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Transcend Wealth Collective, Llc
|
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JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
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|
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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Toronto Dominion Bank
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Manchester Capital Management LLC
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FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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Planning Directions Inc
|
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|
King Wealth
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Forum Financial Management, LP
|
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Monticello Wealth Management, Llc
|
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XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
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|
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Dillon & Associates Inc
|
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|
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|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
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|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Private Capital Advisors, Inc.
|
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WestEnd Advisors, LLC
|
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
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|
Banque Transatlantique SA
|
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Brookstone Capital Management
|
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Kinneret Advisory, LLC
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Mizuho Securities Co. Ltd.
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Glenmede Investment Management, LP
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KBC Group NV
|
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Cypress Asset Management Inc/tx
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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State Street Corp
|
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waypoint wealth counsel
|
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MOKAN Wealth Management Inc.
|
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Legacy Bridge, LLC
|
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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Eagle Global Advisors Llc
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Neville Rodie & Shaw Inc
|
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Harbor Advisors LLC
|
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Trillium Asset Management, Llc
|
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Intellus Advisors LLC
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Mmbg Investment Advisors Co.
|
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Renaissance Technologies Llc
|
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Wealthcare Advisory Partners LLC
|
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Red Door Wealth Management, LLC
|
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Mission Creek Capital Partners, Inc.
|
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|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Flaharty Asset Management, LLC
|
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Consolidated Investment Group LLC
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Capital A Wealth Management, LLC
|
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First Pacific Financial
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Cambridge Investment Research Advisors, Inc.
|
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
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|
EverSource Wealth Advisors, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
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|
Tcw Group Inc
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
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|
Roberts Glore & Co Inc /il/
|
|
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|
Financial Connections Group, Inc.
|
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|
Westwood Wealth Management
|
|
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|
|
Pallas Capital Advisors LLC
|
|
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|
Eisler Capital Management Ltd.
|
|
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|
Benjamin Edwards Inc
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
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|
Mission Wealth Management, Lp
|
|
|
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|
|
Jeppson Wealth Management, Llc
|
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|
Woodard & Co Asset Management Group Inc /adv
|
|
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|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
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|
Baron Wealth Management LLC
|
|
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|
|
Prudent Investors Network
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
|
|
University Of Chicago
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
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|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
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|
|
|
Connable Office Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
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|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Scge Management, L.p.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Penobscot Investment Management Company, Inc.
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|
Welch & Forbes Llc
|
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PFG Advisors
|
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|
Shilanski & Associates, Inc.
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
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|
Curated Wealth Partners LLC
|
|
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
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|
|
Viawealth, Llc
|
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
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|
Tcfg Wealth Management, Llc
|
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|
TFC Financial Management
|
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Sivia Capital Partners, LLC
|
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Freestone Capital Holdings, LLC
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
BlackRock, Inc.
|
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|
Jordan Park Group LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
Avidian Wealth Solutions, LLC
|
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|
Bluesphere Advisors, LLC
|
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Prelude Capital Management, Llc
|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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|
Clarity Wealth Advisors, LLC
|
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Ballast, Inc.
|
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Berkshire Bank
|
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MASTERINVEST Kapitalanlage GmbH
|
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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Marion Wealth Management
|
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Jacobi Capital Management LLC
|
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Moors & Cabot, Inc.
|
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AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
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|
UniSuper Management Pty Ltd
|
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LM Advisors LLC
|
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Alpine Woods Capital Investors, Llc
|
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AdvisorNet Financial, Inc
|
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Archer Investment Corp
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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|
QTR Family Wealth, LLC
|
|
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|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
|
|
|
First Financial Corp /in/
|
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|
|
Formidable Asset Management, LLC
|
|
|
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
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|
Wolff Wiese Magana Llc
|
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|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Security National Bank
|
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|
Maia Wealth LLC
|
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SRS Capital Advisors, Inc.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Trinity Legacy Partners, LLC
|
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Laidlaw Wealth Management LLC
|
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
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|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
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|
Coastline Trust Co
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Cassaday & Co Wealth Management LLC
|
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|
HHM Wealth Advisors, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
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|
Mbb Public Markets I Llc
|
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Qtron Investments LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Signet Financial Management, Llc
|
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|
M&G Plc
|
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|
Quantitative Investment Management, LLC
|
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|
Strait & Sound Wealth Management LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
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|
|
Peapack Gladstone Financial Corp
|
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|
|
M1 Capital Management LLC
|
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|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
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|
|
Middleton & Co Inc/ma
|
|
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|
|
Pines Wealth Management, LLC
|
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|
|
Zullo Investment Group, Inc.
|
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|
|
Calamos Wealth Management LLC
|
|
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|
|
Bangor Savings Bank
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
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|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
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|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
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|
Citizens & Northern Corp
|
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|
Conservest Capital Advisors, Inc.
|
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|
Randolph Co Inc
|
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Ensign Peak Advisors, Inc
|
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Valicenti Advisory Services Inc
|
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CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
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|
Tower Research Capital LLC (TRC)
|
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Calton & Associates, Inc.
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
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Reyes Financial Architecture, Inc.
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Verition Fund Management LLC
|
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StoneCrest Wealth Management, Inc.
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Fayez Sarofim & Co
|
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Luts & Greenleigh Group, Inc
|
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Liontrust Investment Partners LLP
|
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CMH Wealth Management LLC
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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Tran Capital Management, L.p.
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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DnB Asset Management AS
|
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Clough Global Equity Fund
|
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Fort Washington Investment Advisors Inc /oh/
|
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Gilliland Jeter Wealth Management LLC
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Lighthouse Investment Partners, LLC
|
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Bridgewater Associates, LP
|
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Shelton Capital Management
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Manufacturers Life Insurance Company, The
|
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Veracity Capital LLC
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Atria Investments Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Glen Eagle Advisors, LLC
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Zacks Investment Management
|
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Narus Financial Partners, LLC
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Oakwell Private Wealth Management, LLC
|
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Vigilare Wealth Management
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Midland Wealth Advisors Llc
|
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JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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Promus Capital, LLC
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Howard Capital Management Inc.
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Public Sector Pension Investment Board
|
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Hills Bank & Trust Co
|
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Adirondack Trust Co
|
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Ptm Wealth Management, Llc
|
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Tritonpoint Wealth, Llc
|
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Clare Market Investments LLC
|
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Naviter Wealth, LLC
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
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|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Tsfg, Llc
|
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|
Mattson Financial Services, LLC
|
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|
Northeast Investment Management
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
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|
Eastern Bank
|
|
|
|
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|
Geo Capital Gestora de Recursos Ltd
|
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|
Apriem Advisors
|
|
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|
|
|
MRP Capital Investments, LLC
|
|
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|
Vontobel Holding Ltd.
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Forge First Asset Management Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
PSWD - DBX ETF TRUST - Xtrackers Cybersecurity Select Equity ETF
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Ovata Capital Management Ltd
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Parkside Financial Bank & Trust
|
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Lgt Capital Partners Ltd.
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Bank Of America Corp /de/
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Montag & Caldwell, Llc
|
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|
Hazlett, Burt & Watson, Inc.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Everhart Financial Group, Inc.
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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Evanson Asset Management, LLC
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Beck Capital Management, Llc
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Smith, Salley & Associates
|
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Man Group plc
|
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Eaton Vance Tax-managed Diversified Equity Income Fund
|
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|
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|
Northwest Capital Management Inc
|
|
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Arista Wealth Management, LLC
|
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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|
|
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|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Optimize Financial Inc
|
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|
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|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Atalanta Sosnoff Capital, Llc
|
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AllSquare Wealth Management LLC
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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Strategic Planning Group, Llc
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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IFM Investors Pty Ltd
|
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Keybank National Association/oh
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Janney Capital Management LLC
|
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Colonial Trust Advisors
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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Cibc World Markets Corp
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Yousif Capital Management, Llc
|
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Kaufman Rossin Wealth, LLC
|
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IMA Wealth, Inc.
|
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Acorn Financial Advisory Services Inc /adv
|
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TFB Advisors LLC
|
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Norges Bank
|
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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|
Adell Harriman & Carpenter Inc
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Krs Capital Management, Llc
|
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Private Trust Co Na
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Macquarie Group Ltd
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CAPROCK Group, Inc.
|
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Zevenbergen Capital Investments Llc
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Ostrum Asset Management
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Fox Hill Wealth Management
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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Game Plan Financial Advisors, LLC
|
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BlackRock Science & Technology Trust II
|
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Bay Harbor Wealth Management, LLC
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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SJS Investment Consulting Inc.
|
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Abound Wealth Management
|
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Kornitzer Capital Management Inc /ks
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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Forsta Ap-fonden
|
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Tremblant Capital Group
|
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SYM FINANCIAL Corp
|
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Novem Group
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Asset Allocation & Management Company, LLC
|
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Barden Capital Management, Inc.
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Perfromance Wealth Partners, LLC
|
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|
Pictet Asset Management Holding SA
|
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Sanibel Captiva Trust Company, Inc.
|
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Victrix Investment Advisors
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Westwood Holdings Group Inc
|
|
|
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|
HBW Advisory Services LLC
|
|
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|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
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|
Tiaa Trust, National Association
|
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|
IMC-Chicago, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
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|
Prairie Wealth Advisors, Inc.
|
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|
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|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
Arizona State Retirement System
|
|
|
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|
Ion Asset Management Ltd.
|
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Klingman & Associates, LLC
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
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|
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|
Heartwood Wealth Advisors LLC
|
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|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
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|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Winch Advisory Services, LLC
|
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|
Central Asset Investments & Management Holdings (HK) Ltd
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Mesirow Financial Investment Management, Inc.
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Ballentine Partners, LLC
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Greenleaf Trust
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Grandview Asset Management LLC
|
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|
Calamos Long/Short Equity & Dynamic Income Trust
|
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|
Asset Planning,Inc
|
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|
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
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|
Central Bank & Trust Co
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
Czech National Bank
|
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First Trust Advisors Lp
|
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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Knights of Columbus Asset Advisors LLC
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Texas Yale Capital Corp.
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Sand Hill Global Advisors, LLC
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Boltwood Capital Management
|
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Oxler Private Wealth LLC
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Redwood Financial Network Corp
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Portside Wealth Group, LLC
|
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Summit Wealth & Retirement Planning, Inc.
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
Quaker Wealth Management, LLC
|
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S&co Inc
|
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Portland Global Advisors LLC
|
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BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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Gladstone Institutional Advisory LLC
|
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
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FourThought Financial Partners, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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WoodTrust Financial Corp
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OV Management LLC
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Thoroughbred Financial Services, Llc
|
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Transce3nd, LLC
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BOK Financial Private Wealth, Inc.
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United Capital Financial Advisers, Llc
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Principle Wealth Partners Llc
|
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TOWER TRUST & INVESTMENT Co
|
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MBL Wealth, LLC
|
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Motco
|
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Credit Agricole S A
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
Garde Capital, Inc.
|
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World Equity Group, Inc.
|
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Rockbridge Investment Management, LCC
|
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FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
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|
Reynders McVeigh Capital Management, LLC
|
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Kirtland Hills Capital Management, Llc
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Great West Life Assurance Co /can/
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
CBIZ Investment Advisory Services, LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Umb Bank N A/mo
|
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Adams Diversified Equity Fund, Inc.
|
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|
Pure Financial Advisors, Inc.
|
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|
First National Trust Co
|
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|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Family CFO Inc
|
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|
|
National Pension Service
|
|
|
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|
Schwab Charitable Fund
|
|
|
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|
|
Greykasell Wealth Strategies, Inc.
|
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|
Stonegate Investment Group, LLC
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Alamar Capital Management, LLC
|
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|
Quantum Private Wealth, LLC
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
REAP Financial Group, LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Canada Pension Plan Investment Board
|
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|
Anchor Investment Management, LLC
|
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|
Ellerson Group Inc /adv
|
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Boreal Capital Management LLC
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
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|
|
Fundamentun, Llc
|
|
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|
Hardy Reed LLC
|
|
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|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
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|
|
Cary Street Partners Financial Llc
|
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|
First United Bank Trust/
|
|
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|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
SPAM - Themes ETF Trust - Themes Cybersecurity ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
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|
Dakota Wealth Management
|
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|
Mutual Advisors, LLC
|
|
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
Bokf, Na
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
|
|
|
California State Teachers Retirement System
|
|
|
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|
|
TruNorth Capital Management, LLC
|
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|
Raleigh Capital Management Inc.
|
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|
Plante Moran Financial Advisors, LLC
|
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|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
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|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
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|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
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|
Hollow Brook Wealth Management LLC
|
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|
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|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
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|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Xponance, Inc.
|
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|
Daymark Wealth Partners, Llc
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
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|
Schrum Private Wealth Management LLC
|
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|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
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|
Peak6 Llc
|
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|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
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|
Royal London Asset Management Ltd
|
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Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
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|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
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|
WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A
|
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|
Field & Main Bank
|
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|
William Blair Investment Management, Llc
|
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|
Broadway Wealth Solutions, Inc.
|
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|
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|
New Hampshire Trust
|
|
|
|
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|
WCG Wealth Advisors LLC
|
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Diversify Wealth Management, Llc
|
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Railway Pension Investments Ltd
|
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|
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|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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|
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|
Petredis Investment Advisors Llc
|
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|
Waterloo Capital, L.P.
|
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Profunds - Profund Vp Nasdaq-100
|
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|
Probity Advisors, Inc.
|
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|
Douglass Winthrop Advisors, LLC
|
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|
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|
Prestige Wealth Management Group LLC
|
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|
Financial Management Network Inc
|
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|
Sunbelt Securities, Inc.
|
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Windward Capital Management Co /ca
|
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Strategic Advocates LLC
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
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|
Astoria Portfolio Advisors LLC.
|
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|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
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|
|
|
|
Geneva Partners, LLC
|
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|
|
Nautilus Advisors LLC
|
|
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|
|
Commons Capital, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
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O'shaughnessy Asset Management, Llc
|
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|
Woodline Partners LP
|
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|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
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|
Fmr Llc
|
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RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
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|
TFG Advisers LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Flow Traders U.s. Llc
|
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|
Oak Thistle LLC
|
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|
Spdr S&p 500 Etf Trust
|
|
|
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|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
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|
Wallington Asset Management, LLC
|
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|
Gables Capital Management Inc.
|
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|
Centerpoint Advisors, LLC
|
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|
Jane Street Group, Llc
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
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|
APG Asset Management N.V.
|
|
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|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
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|
|
Invesco Ltd.
|
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Squarepoint Ops LLC
|
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Exchange Traded Concepts, Llc
|
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|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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|
Gradient Investments LLC
|
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|
Integrity Alliance, Llc.
|
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Astra Wealth Partners LLC
|
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|
Harold Davidson & Associates Inc.
|
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Jackson Thornton Asset Management, Llc
|
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Sterling Investment Counsel, LLC
|
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Nia Impact Advisors, Llc
|
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|
Darden Wealth Group Inc
|
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Curio Wealth, Llc
|
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Radnor Capital Management, LLC
|
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|
Treasurer of the State of North Carolina
|
|
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|
Independent Solutions Wealth Management, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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Mediolanum International Funds Ltd
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
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|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
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|
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF
|
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|
Ntv Asset Management Llc
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
Dana Investment Advisors, Inc.
|
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Golden State Wealth Management, LLC
|
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Firsthand Capital Management, Inc.
|
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Fairfield Financial Advisors, LTD
|
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Cahaba Wealth Management, Inc.
|
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MeadowBrook Investment Advisors LLC
|
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|
Rafferty Asset Management, LLC
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
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|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
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|
|
Thrivent Financial For Lutherans
|
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|
Geode Capital Management, Llc
|
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|
Bridgewater Advisors Inc.
|
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Silicon Valley Capital Partners
|
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Strive Asset Management, LLC
|
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|
Tri-continental Corp
|
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|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
Global X Japan Co., Ltd.
|
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|
Brighton Jones Llc
|
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|
State of Alaska, Department of Revenue
|
|
|
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|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
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|
Red Tortoise LLC
|
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|
Pictet & Cie (Europe) SA
|
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Balyasny Asset Management Llc
|
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Franklin Street Advisors Inc /nc
|
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Park Place Capital Corp
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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L2 Asset Management, LLC
|
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Ci Investments Inc.
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PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
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Dorsey Wright & Associates
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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Smallwood Wealth Investment Management, LLC
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Sittner & Nelson, Llc
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Two Sigma Investments, Lp
|
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Premier Path Wealth Partners, LLC
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Personal Cfo Solutions, Llc
|
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CI Private Wealth, LLC
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Semmax Financial Advisors Inc.
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Alta Park Capital, LP
|
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OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
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Asset Management One Co., Ltd.
|
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Johnson & White Wealth Management, LLC
|
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SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
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|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
Nichols & Pratt Advisers Llp /ma
|
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Quilter Plc
|
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INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Peak Asset Management, LLC
|
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Capital Fund Management S.a.
|
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Walleye Capital LLC
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Linscomb & Williams, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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|
Wagner Wealth Management, Llc
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Avantax Planning Partners, Inc.
|
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|
Concord Wealth Partners
|
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|
Schmidt P J Investment Management Inc
|
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|
Trifecta Capital Advisors, LLC
|
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|
Impact Capital Partners LLC
|
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|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
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|
Howe & Rusling Inc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
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|
Tyler-Stone Wealth Management
|
|
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|
Bristlecone Advisors, LLC
|
|
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|
Stephens Inc /ar/
|
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|
Wd Rutherford Llc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
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|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
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|
Loomis Sayles & Co L P
|
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|
Independent Advisor Alliance
|
|
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|
Mather Group, Llc.
|
|
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|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
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|
Voya Investment Management Llc
|
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|
Mjp Associates Inc /adv
|
|
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|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
|
Natural Investments, Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Crosslink Capital Inc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
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Larson Financial Group LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Fusion Capital, LLC
|
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|
|
Empire Financial Management Company, LLC
|
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|
Retirement Income Solutions, Inc
|
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|
Wealth Management Associates, Inc.
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
|
|
Disciplina Capital Management LLC
|
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|
Evernest Financial Advisors, LLC
|
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|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
Washington Trust Bank
|
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|
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|
Warren Averett Asset Management, LLC
|
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|
Johnson Investment Counsel Inc
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|
Oddo Bhf Asset Management Sas
|
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|
PFS Partners, LLC
|
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|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
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|
Keel Point, LLC
|
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|
Utah Retirement Systems
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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|
Virtus Investment Advisers, Inc.
|
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Capital Market Strategies LLC
|
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|
Price T Rowe Associates Inc /md/
|
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|
Stratos Wealth Advisors, LLC
|
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|
Kovack Advisors, Inc.
|
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|
GW&K Investment Management, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
Legacy Capital Group California, Inc.
|
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Ameliora Wealth Management Ltd.
|
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Painted Porch Advisors LLC
|
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Banque Pictet & Cie Sa
|
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|
WFA of San Diego, LLC
|
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|
Avestar Capital, LLC
|
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|
Wealth Architects, LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
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|
Navalign, LLC
|
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Intrua Financial, LLC
|
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|
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|
WealthTrak Capital Management LLC
|
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|
Abel Hall, LLC
|
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|
LeConte Wealth Management, LLC
|
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|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
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|
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|
Moran Wealth Management, LLC
|
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|
180 Wealth Advisors, Llc
|
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|
Gs Investments, Inc.
|
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|
Nova Wealth Management, Inc.
|
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|
Catalina Capital Group, LLC
|
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|
Williams Jones Wealth Management, LLC.
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Maryland Capital Advisors Inc.
|
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|
North Star Asset Management Inc
|
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|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
|
|
Pennsylvania Capital Management Inc /adv
|
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|
WASHINGTON TRUST Co
|
|
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|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
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|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
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|
FLC Capital Advisors
|
|
|
|
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|
Palogic Value Management, L.P.
|
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|
Piscataqua Savings Bank
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
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|
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|
ZEGA Investments, LLC
|
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|
Washburn Capital Management, Inc.
|
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|
|
Summit Financial, LLC
|
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|
|
Quartz Partners, LLC
|
|
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|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
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|
Patron Partners Advisors, Llc
|
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|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Siren, L.L.C.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Cooper Capital Advisors LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Connective Capital Management, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
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|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
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|
|
Miracle Mile Advisors, LLC
|
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|
|
Chapman Financial Group, Llc
|
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|
UNICOM Systems, Inc.
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
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|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
MBA Advisors LLC
|
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|
|
Vestor Capital, Llc
|
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|
|
Guggenheim Capital Llc
|
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|
|
Red Wave Investments LLC
|
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|
|
Lido Advisors, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
PALU - Direxion Shares ETF Trust - Direxion Daily PANW Bull 2X Shares
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
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TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
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NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
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Evercore Wealth Management, LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
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Brevan Howard Capital Management LP
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
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ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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Jacobs & Co/ca
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Emerald Mutual Fund Advisers Trust
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Greenwood Capital Associates Llc
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ISAM Funds (UK) Ltd
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
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Generali Asset Management SPA SGR
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Wealth Management Partners, LLC
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Sienna Gestion
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Linden Thomas Advisory Services, LLC
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Ogorek Anthony Joseph /ny/ /adv
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Hughes Financial Services, LLC
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White Lighthouse Investment Management Inc.
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Veridan Wealth LLC
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NewSquare Capital LLC
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Boulder Wealth Advisors, LLC
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Saturna Capital CORP
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Jamison Private Wealth Management, Inc.
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Lindbrook Capital, Llc
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Van Hulzen Asset Management, LLC
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United Asset Strategies, Inc.
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Nbw Capital Llc
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Rossmore Private Capital
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