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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Millstone Evans Group, LLC
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Natural Investments, Llc
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First Trust Advisors Lp
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Blair William & Co/il
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Janus Henderson Group Plc
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Tema Etfs Llc
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
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Trifecta Capital Advisors, LLC
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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Tekla Healthcare Opportunities Fund
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Healthcare Of Ontario Pension Plan Trust Fund
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Eads & Heald Wealth Management
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Hara Capital LLC
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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Stiles Financial Services Inc
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CarsonAllaria Wealth Management, Ltd.
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Haverford Trust Co
|
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Nova Wealth Management, Inc.
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
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Palogic Value Management, L.P.
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Sig Brokerage, Lp
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Hall Capital Management Co Inc
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Phillips Wealth Planners LLC
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Natixis
|
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Boston Private Wealth Llc
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Byrne Asset Management LLC
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Papp L Roy & Associates
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L2 Asset Management, LLC
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Tradewinds Capital Management, LLC
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Groupama Asset Managment
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Gill Capital Partners, Llc
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Jacobs & Co/ca
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ERn Financial, LLC
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Wilson & Boucher Capital Management, LLC
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Gabelli Equity Trust Inc
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PKO Investment Management Joint-Stock Co
|
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Davidson Investment Advisors
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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Main Street Research LLC
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Palisade Asset Management, LLC
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Nordea Investment Management Ab
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Gabelli Dividend & Income Trust
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EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Atwood & Palmer Inc
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Nations Financial Group Inc, /ia/ /adv
|
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Pflug Koory, LLC
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Ironwood Investment Counsel, LLC
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Creative Planning
|
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NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
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Second Line Capital, LLC
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Crestwood Advisors Group LLC
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Integral Investment Advisors, Inc.
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Laffer Investments
|
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|
Dumont & Blake Investment Advisors Llc
|
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Mount Yale Investment Advisors, LLC
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Union Savings Bank
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Members Wealth Llc
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Conning Inc.
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ICONIQ Capital, LLC
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Beaird Harris Wealth Management, LLC
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Good Life Advisors, LLC
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|
Pacitti Group Inc.
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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Woodline Partners LP
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Qtron Investments LLC
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Invesco Ltd.
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Perennial Investment Advisors, LLC
|
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|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
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|
|
Lantz Financial LLC
|
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|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
Whipplewood Advisors, LLC
|
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|
Marks Group Wealth Management, Inc
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
TFR Capital, LLC.
|
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|
Bank Of Montreal /can/
|
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|
Busey Wealth Management
|
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|
Fortitude Family Office, LLC
|
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|
Dimensional Fund Advisors Lp
|
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|
IMS Capital Management
|
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|
N.E.W. Advisory Services LLC
|
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|
Wetherby Asset Management Inc
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
|
Columbia Asset Management
|
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|
Leavell Investment Management, Inc.
|
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|
Gsa Capital Partners Llp
|
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|
Graypoint LLC
|
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|
Long Road Investment Counsel, LLC
|
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|
SkyView Investment Advisors, LLC
|
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|
Mattern Capital Management, Llc
|
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|
Flagship Wealth Advisors, Llc
|
|
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|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
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|
|
Tritonpoint Wealth, Llc
|
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|
|
Cape Investment Advisory, Inc.
|
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|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
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|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
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|
|
Itau Unibanco Holding S.A.
|
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|
Petix & Botte Co
|
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|
Texas Permanent School Fund
|
|
|
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|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Lincoln Capital Corp
|
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|
|
Enterprise Bank & Trust Co
|
|
|
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|
Peddock Capital Advisors, Llc
|
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|
Bourne Lent Asset Management Inc
|
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|
Sunpointe, LLC
|
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|
Eisler Capital Management Ltd.
|
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|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
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|
|
Cornerstone Advisors, LLC
|
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|
Ascent Wealth Partners, LLC
|
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|
Denali Advisors Llc
|
|
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|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Well Done, LLC
|
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|
|
Empower Advisory Group, LLC
|
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|
Axxcess Wealth Management, Llc
|
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|
Fca Corp /tx
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
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|
Bull Street Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
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|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Dundas Partners LLP
|
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|
|
|
L & S Advisors Inc
|
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|
New Republic Capital, LLC
|
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|
Portfolio Design Labs, LLC
|
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|
NewEdge Wealth, LLC
|
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|
Saturna Capital CORP
|
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IFP Advisors, Inc
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Mission Creek Capital Partners, Inc.
|
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|
Armbruster Capital Management, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
Applied Finance Capital Management, LLC
|
|
|
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|
|
Renaissance Investment Group LLC
|
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|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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|
|
Quantum Private Wealth, LLC
|
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Kentucky Trust Co
|
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|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
Mindset Wealth Management, Llc
|
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|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
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|
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|
Icon Wealth Advisors, LLC
|
|
|
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|
Atlas Private Wealth Advisors
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Kozak & Associates, Inc.
|
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|
Coppell Advisory Solutions LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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DekaBank Deutsche Girozentrale
|
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|
Jfs Wealth Advisors, Llc
|
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Godsey & Gibb Associates
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
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|
Tsfg, Llc
|
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|
Old Point Trust & Financial Services N A
|
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|
Shayne & Co., Llc
|
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|
Steel Peak Wealth Management LLC
|
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|
Comerica Bank
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
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|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
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|
Manitou Investment Management Ltd.
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Patriot Financial Group Insurance Agency, LLC
|
|
|
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|
Flaharty Asset Management, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
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|
West Branch Capital LLC
|
|
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|
|
J.Safra Asset Management Corp
|
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|
Eastern Bank
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
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|
|
RMG Wealth Management LLC
|
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|
|
UBS Group AG
|
|
|
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|
|
Kilter Group LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
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|
Flossbach Von Storch Ag
|
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|
|
Perkins Coie Trust Co
|
|
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|
|
LMR Partners LLP
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
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River Street Advisors LLC
|
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|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
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|
Founders Capital Management, Llc
|
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|
Beacon Capital Management, LLC
|
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|
K.J. Harrison & Partners Inc
|
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|
Volterra Technologies LP
|
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|
Hartford Investment Management Co
|
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|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
Rhenman & Partners Asset Management AB
|
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Concentrum Wealth Management
|
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Moseley Investment Management Inc
|
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|
Beacon Financial Group
|
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|
TCI Wealth Advisors, Inc.
|
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|
Advisory Services Network, LLC
|
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|
Montz Harcus Wealth Management LLC
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Adviser Investments LLC
|
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|
Rockland Trust Co
|
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|
Candriam Luxembourg S.C.A.
|
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FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
Traveka Wealth, LLC
|
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Zurich Insurance Group Ltd/FI
|
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Journey Advisory Group, LLC
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Comprehensive Financial Consultants Institutional, Inc.
|
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Bangor Savings Bank
|
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Woodstock Corp
|
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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|
Old Second National Bank Of Aurora
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
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|
Garrett Investment Advisors LLC
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Flagship Harbor Advisors, Llc
|
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Evoke Wealth, Llc
|
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BXM Wealth LLC
|
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Handelsbanken Fonder AB
|
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Cubist Systematic Strategies, LLC
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
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Diversify Wealth Management, Llc
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
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THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
Texas Capital Bancshares Inc/tx
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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Apriem Advisors
|
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Umpqua Bank
|
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First Horizon Advisors, Inc.
|
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Investor's Fiduciary Advisor Network, LLC
|
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|
Stockman Wealth Management, Inc.
|
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EverSource Wealth Advisors, LLC
|
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|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Valmark Advisers, Inc.
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
Moneta Group Investment Advisors Llc
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
Carrera Capital Advisors
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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|
|
|
Apollon Wealth Management, LLC
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
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|
|
Gamco Investors, Inc. Et Al
|
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|
Consolidated Investment Group LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
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Americana Partners, LLC
|
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IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
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|
Southeast Asset Advisors Inc.
|
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|
McKinley Carter Wealth Services, Inc.
|
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|
Cwm, Llc
|
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|
Rnc Capital Management Llc
|
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DnB Asset Management AS
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
Bank Of Nova Scotia
|
|
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|
Korea Investment CORP
|
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|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
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|
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|
Vectors Research Management, LLC
|
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|
First Merchants Corp
|
|
|
|
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|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
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|
|
Accent Capital Management, LLC
|
|
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|
|
GSB Wealth Management, LLC
|
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|
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|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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Group One Trading, L.p.
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Hartland & Co., LLC
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Rialto Wealth Management, LLC
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Profund Advisors Llc
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Quest Partners LLC
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ARS Wealth Advisors Group, LLC
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ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
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Natixis Advisors, L.p.
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State of New Jersey Common Pension Fund D
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Breakwater Capital Group
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Banco Santander, S.A.
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
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Df Dent & Co Inc
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
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CIBC Private Wealth Group, LLC
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TCTC Holdings, LLC
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
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Oak Harbor Wealth Partners, Llc
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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Susquehanna International Group, Llp
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Jpmorgan Chase & Co
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Jackson, Grant Investment Advisers, Inc.
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Boit C F David
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Northstar Advisory Group, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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ASR Vermogensbeheer N.V.
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GW&K Investment Management, LLC
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
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North Forty Two & Co.
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Generali Asset Management SPA SGR
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Jain Global LLC
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Simplex Trading, Llc
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NJ State Employees Deferred Compensation Plan
|
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Elser Financial Planning, Inc
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Resources Management Corp /ct/ /adv
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Sax Wealth Advisors, Llc
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Mbb Public Markets I Llc
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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Ilex Capital Partners (UK) LLP
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Wesbanco Bank Inc
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Newbridge Financial Services Group, Inc.
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Gulf International Bank (UK) Ltd
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Essex LLC
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Perfromance Wealth Partners, LLC
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Lowe Wealth Advisors, LLC
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Fisher Asset Management, LLC
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Marshall & Sullivan Inc /wa/
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Angeles Wealth Management, Llc
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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IMC-Chicago, LLC
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Lazard Freres Gestion S.A.S.
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Financially Speaking Inc
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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Seacrest Wealth Management, Llc
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Venture Visionary Partners LLC
|
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Mid-American Wealth Advisory Group, Inc.
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Auxier Asset Management
|
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Parsons Capital Management Inc/ri
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
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|
Ellsworth Advisors, LLC
|
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|
Dynamic Advisor Solutions LLC
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Costello Asset Management, INC
|
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AMG National Trust Bank
|
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|
Liberty Square Wealth Partners Llc
|
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|
Meeder Asset Management Inc
|
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CAPROCK Group, Inc.
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Alaethes Wealth LLC
|
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|
Aptus Capital Advisors, LLC
|
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|
Glenmede Investment Management, LP
|
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Rothschild Investment Llc
|
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|
Employees Retirement System of Texas
|
|
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|
Wedmont Private Capital
|
|
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
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|
RMB Capital Management, LLC
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
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|
De Burlo Group Inc
|
|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
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|
Financial Advisors Network, Inc.
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
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|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Fortis Group Advisors, LLC
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|
Axq Capital, Lp
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Hamilton Capital, LLC
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IFG Advisory, LLC
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|
Fiduciary Alliance LLC
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Antonelli Financial Advisors, LLC
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Alerus Financial Na
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Virtue Capital Management, LLC
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Jones Financial Companies Lllp
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ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
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Bridges Investment Management Inc
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Wall Street Access Asset Management, LLC
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BlackRock Health Sciences Trust II
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
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Campion Asset Management LLC
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Sandler Capital Management
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Prime Capital Investment Advisors, LLC
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Hummer Financial Advisory Services Inc
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IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
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|
Ameriflex Group, Inc.
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Cullen/frost Bankers, Inc.
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Pineridge Advisors LLC
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Peregrine Asset Advisers, Inc.
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Mariner, LLC
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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Paradigm Financial Partners, Llc
|
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Canvas Wealth Advisors, LLC
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Excalibur Management Corp
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Black Diamond Financial, LLC
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|
Ferguson Wellman Capital Management, Inc
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Latitude Advisors, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
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|
Washington Trust Advisors, Inc.
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Okabena Investment Services Inc
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Maripau Wealth Management Llc
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C M Bidwell & Associates Ltd
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Charter Research & Investment Group, Inc.
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Cape Ann Savings Bank
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Lathrop Investment Management Corp
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HighMark Wealth Management LLC
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DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
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|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
Richardson Capital Management LLC
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|
Dai-Ichi Life Insurance Company, Ltd
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Proficio Capital Partners LLC
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Hughes Financial Services, LLC
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Belpointe Asset Management LLC
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Rossmore Private Capital
|
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Brighton Jones Llc
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Clarity Asset Management, Inc.
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
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|
Nicolet Bankshares Inc
|
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|
Patrick M Sweeney & Associates, Inc
|
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Acorn Wealth Advisors, LLC
|
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|
Clifford Swan Investment Counsel Llc
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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Lmcg Investments, Llc
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Dakota Wealth Management
|
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Burns J W & Co Inc/ny
|
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Old National Bancorp /in/
|
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Ambassador Advisors, LLC
|
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|
State of Tennessee, Treasury Department
|
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|
Bollard Group LLC
|
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|
Marco Investment Management Llc
|
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|
Catalytic Wealth RIA, LLC
|
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|
Skopos Labs, Inc.
|
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|
Concord Wealth Partners
|
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|
Waller Financial Planning Group, Inc
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
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|
AlphaCore Capital LLC
|
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|
SOUTH STATE Corp
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
SG Americas Securities, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
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|
1248 Management, LLC
|
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|
Linscomb & Williams, Inc.
|
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|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
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|
Kathmere Capital Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Fiera Capital Corp
|
|
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|
|
|
Carderock Capital Management Inc
|
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|
Financial Advocates Investment Management
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
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|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
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LPL Financial LLC
|
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BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
Banque Cantonale Vaudoise
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Forbes J M & Co Llp
|
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|
Hoey Investments, Inc
|
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|
GAMMA Investing LLC
|
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|
Rehmann Capital Advisory Group
|
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|
Magellan Asset Management Ltd
|
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|
TruNorth Capital Management, LLC
|
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|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
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|
D.B. Root & Company, LLC
|
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|
LRI Investments, LLC
|
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|
Beverly Hills Private Wealth, LLC
|
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|
Bridgewater Advisors Inc.
|
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Parr Mcknight Wealth Management Group, Llc
|
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|
Washington Trust Bank
|
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|
Canton Hathaway, LLC
|
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|
Traynor Capital Management, Inc.
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Aries Wealth Management
|
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|
Schwartz Investment Counsel Inc
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Empowered Funds, LLC
|
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|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
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|
Kesler, Norman & Wride, LLC
|
|
|
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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|
Weiss Asset Management LP
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Aspire Growth Partners LLC
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Birch Hill Investment Advisors LLC
|
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Coston, McIsaac & Partners
|
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|
PineBridge Investments, L.P.
|
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Atria Wealth Solutions, Inc.
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
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|
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|
Halbert Hargrove Global Advisors, Llc
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Moody National Bank Trust Division
|
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Pinnacle Wealth Planning Services, Inc.
|
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|
Truist Financial Corp
|
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Huntleigh Advisors, Inc.
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
J.w. Cole Advisors, Inc.
|
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|
Crawford Investment Counsel Inc
|
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Townsend Asset Management Corp /nc/ /adv
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
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|
Whittier Trust Co
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Boreal Capital Management LLC
|
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|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Wormser Freres Gestion
|
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|
Toronto Dominion Bank
|
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|
Brandywine Oak Private Wealth Llc
|
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|
Burney Co/
|
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|
Peninsula Asset Management Inc
|
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|
Sone Capital Management, LLC
|
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|
Gf Fund Management Co. Ltd.
|
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|
Legacy Financial Advisors, Inc.
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
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|
Assetmark, Inc
|
|
|
|
|
|
Elefante Mark B
|
|
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|
Verdence Capital Advisors LLC
|
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IFM Investors Pty Ltd
|
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|
GKV Capital Management Co., Inc.
|
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|
Occidental Asset Management, LLC
|
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|
Zions Bancorporation, National Association /ut/
|
|
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|
Gabelli Funds Llc
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
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Foundations Investment Advisors, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
First Bancorp, Inc /ME/
|
|
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|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
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|
|
American Assets Investment Management, LLC
|
|
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|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
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|
|
Gerber Kawasaki Wealth & Investment Management
|
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|
Summit Financial, LLC
|
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|
Dunhill Financial, LLC
|
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|
Abn Amro Investment Solutions
|
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|
Crowley Wealth Management, Inc.
|
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Principia Wealth Advisory, LLC
|
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|
Park National Corp /oh/
|
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|
Insigneo Advisory Services, Llc
|
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|
Moran Wealth Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Varma Mutual Pension Insurance Co
|
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|
Zhang Financial LLC
|
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Banco de Sabadell, S.A
|
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|
Hudson Bay Capital Management LP
|
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AdvisorShares Investments LLC
|
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|
Parallel Advisors, LLC
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Snowden Capital Advisors LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Integrity Alliance, Llc.
|
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Nvest Financial, LLC
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
North Dallas Bank & Trust Co
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Asset Allocation & Management Company, LLC
|
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|
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
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|
Larson Financial Group LLC
|
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Us Bancorp \de\
|
|
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Fayez Sarofim & Co
|
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Envestnet Asset Management Inc
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Lewis Asset Management, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
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Transcend Wealth Collective, Llc
|
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PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
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|
Capstone Investment Advisors, Llc
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Glenview Trust Co
|
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|
Moors & Cabot, Inc.
|
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Sit Investment Associates Inc
|
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|
DB Fitzpatrick & Co, Inc
|
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Roxbury Financial LLC
|
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Tripletail Wealth Management, LLC
|
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|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
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|
Marshall Wace, Llp
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
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|
Quaker Wealth Management, LLC
|
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|
Phoenix Holdings Ltd.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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|
APG Asset Management US Inc.
|
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Nuveen, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
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|
|
|
Signature Resources Capital Management, LLC
|
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|
|
IVC Wealth Advisors LLC
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Eventide Asset Management, Llc
|
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TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
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|
Physicians Financial Services, Inc.
|
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Vontobel Holding Ltd.
|
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|
Nia Impact Advisors, Llc
|
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|
|
Tyche Wealth Partners LLC
|
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|
|
Exchange Capital Management, Inc.
|
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|
|
Mizuho Securities Usa Llc
|
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|
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|
|
IMPACTfolio, LLC
|
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|
|
|
Silvant Capital Management LLC
|
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|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
|
|
Dillon & Associates Inc
|
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|
|
|
Indiana Trust & Investment Management CO
|
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|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Becker Capital Management Inc
|
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|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
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SBI Securities Co., Ltd.
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CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
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Mediolanum International Funds Ltd
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PFG Advisors
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Evernest Financial Advisors, LLC
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CBOE Vest Financial, LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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BTG Pactual Asset Management US LLC
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Chilton Investment Co Llc
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Oakmont Corp
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Aqr Capital Management Llc
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Achmea Investment Management B.V.
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Waterway Wealth Management, LLC
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Certified Advisory Corp
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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Evelyn Partners Investment Management (Europe) Ltd
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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Grimes & Company, Inc.
|
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Ledyard National Bank
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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MeadowBrook Investment Advisors LLC
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Campbell Capital Management Inc
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Hilltop Partners LLC
|
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EagleClaw Capital Managment, LLC
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VGLSX - VALIC Co I - Global Strategy Fund
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Nbc Securities, Inc.
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Howard Hughes Medical Institute
|
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Guardian Wealth Advisors, Llc / Nc
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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Bearing Point Capital, Llc
|
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Lazard Asset Management Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Advisory Resource Group
|
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Farmers & Merchants Trust Co of Long Beach
|
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CIBC Asset Management Inc
|
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Shelton Capital Management
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Martingale Asset Management L P
|
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Hennion & Walsh Asset Management, Inc.
|
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Missouri Trust & Investment Co
|
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Guggenheim Capital Llc
|
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Stratos Wealth Partners, LTD.
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Clarius Group, LLC
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HMS Capital Management, LLC
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Townsquare Capital Llc
|
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Stonebridge Financial Group, LLC
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Future Financial Wealth Managment LLC
|
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KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
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EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
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EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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|
HighPoint Advisor Group LLC
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Heritage Family Offices, LLP
|
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JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
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Metis Global Partners, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Robeco Institutional Asset Management B.V.
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Sava Infond d.o.o.
|
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Wood Tarver Financial Group, LLC
|
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Joel Isaacson & Co., LLC
|
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Coordinated Financial Services, Inc./CO
|
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SWAN Capital LLC
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Horizon Investments, LLC
|
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Onefund, Llc
|
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|
Sculati Wealth Management, LLC
|
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|
First Business Financial Services, Inc.
|
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Avidian Wealth Solutions, LLC
|
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|
AAFMAA Wealth Management & Trust LLC
|
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|
HBW Advisory Services LLC
|
|
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|
BancorpSouth Bank
|
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Fiduciary Financial Group, Llc
|
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Estabrook Capital Management
|
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Sandy Spring Bank
|
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|
Stone House Investment Management, LLC
|
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|
S.A. Mason LLC
|
|
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|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Gouws Capital LLC
|
|
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|
Anb Bank
|
|
|
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|
Syon Capital Llc
|
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|
Gs Investments, Inc.
|
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|
Arlington Trust Co LLC
|
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|
PICTET BANK & TRUST Ltd
|
|
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|
Bedel Financial Consulting, Inc.
|
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|
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|
|
Alpine Bank Wealth Management
|
|
|
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|
|
Penobscot Investment Management Company, Inc.
|
|
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|
Clear Harbor Asset Management, LLC
|
|
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|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
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|
|
Talbot Financial, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
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|
|
Signaturefd, Llc
|
|
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|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
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Jacobi Capital Management LLC
|
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Price T Rowe Associates Inc /md/
|
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Atticus Wealth Management, Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
VCAAX - VALIC Co I - Asset Allocation Fund
|
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|
Howe & Rusling Inc
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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|
Mufg Securities Americas Inc.
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Holderness Investments Co
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Centerpoint Advisors, LLC
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Banque Pictet & Cie Sa
|
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Anchor Capital Advisors Llc
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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IMG Wealth Management, Inc.
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Westside Investment Management, Inc.
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TD Capital Management LLC
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Platform Technology Partners
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La Banque Postale Asset Management SA
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Plancorp, LLC
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Sequoia Financial Advisors, LLC
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Buckingham Strategic Partners
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STAR Financial Bank
|
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Kimelman & Baird, LLC
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Assenagon Asset Management S.A.
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
GHP Investment Advisors, Inc.
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Financial Advisory Partners, Llc
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
Capital Analysts, Inc.
|
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MainStreet Investment Advisors LLC
|
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Envestnet Portfolio Solutions, Inc.
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Aviva Plc
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Moloney Securities Asset Management, LLC
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Credit Industriel Et Commercial
|
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VSM Wealth Advisory, LLC
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Arbor Trust Wealth Advisors, Llc
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UMA Financial Services, Inc.
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Koshinski Asset Management, Inc.
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Legacy Bridge, LLC
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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True North Advisors, LLC
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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Trust Co Of Toledo Na /oh/
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Union Heritage Capital, LLC
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Oregon Public Employees Retirement Fund
|
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Copeland Capital Management, LLC
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Ark & Tlk Investments, Llc
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Investment Counsel Co Of Nevada
|
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|
JGP Wealth Management, LLC
|
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Northcape Wealth Management, Llc
|
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Sectoral Asset Management Inc
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
Parkside Financial Bank & Trust
|
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|
RB Capital Management, LLC
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
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|
Bellwether Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
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|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
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|
Investment Advisory Services Inc /tx /adv
|
|
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|
|
Van Cleef Asset Management,Inc
|
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|
Segment Wealth Management, LLC
|
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|
Rakuten Investment Management, Inc.
|
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|
Cetera Investment Advisers
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
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|
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
Toroso Investments, LLC
|
|
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|
Hager Investment Management Services, Llc
|
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|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
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|
|
North Capital, Inc.
|
|
|
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|
National Asset Management, Inc.
|
|
|
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|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Sheets Smith Investment Management
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SkyOak Wealth, LLC
|
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|
|
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|
TBH Global Asset Management, LLC
|
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|
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|
Avanza Fonder AB
|
|
|
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|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
|
Trust Asset Management LLC
|
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|
Payden & Rygel
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
|
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|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
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|
|
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|
Pinnacle Financial Partners Inc
|
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|
|
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|
Canopy Partners, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
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|
Sigma Planning Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Horan Securities, Inc.
|
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|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
|
|
|
One + One Wealth Management, Llc
|
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|
|
WealthTrak Capital Management LLC
|
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|
|
GoalVest Advisory LLC
|
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|
|
Avestar Capital, LLC
|
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|
Montis Financial, LLC
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
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|
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
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|
Lakeshore Capital Group, Inc.
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Welch Group, LLC
|
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|
Sterling Capital Management LLC
|
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Institute for Wealth Management, LLC.
|
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|
Twin Tree Management, LP
|
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|
Argonautica Private Wealth Management, Inc
|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
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|
Cidel Asset Management Inc
|
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|
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|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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|
|
|
|
Spears Abacus Advisors LLC
|
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|
Camden Capital, LLC
|
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|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
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|
|
|
|
Retirement Income Solutions, Inc
|
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|
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|
|
North Star Asset Management Inc
|
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|
ProShare Advisors LLC
|
|
|
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|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
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|
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|
|
Texas Yale Capital Corp.
|
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|
Valued Wealth Advisors LLC
|
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|
|
Mar Vista Investment Partners Llc
|
|
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|
|
|
Bellevue Group AG
|
|
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|
Nvwm, Llc
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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ABLE Financial Group, LLC
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DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
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S&co Inc
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MTM Investment Management, LLC
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Patton Fund Management, Inc.
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Calamos Advisors LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
Financial Network Wealth Management LLC
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|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
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Duncker Streett & Co Inc
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Louisiana State Employees Retirement System
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Coordinated Financial Services, Inc.
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Capital Research Global Investors
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Coastal Bridge Advisors, LLC
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
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TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Fred Alger Management, Llc
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Financial Advisors, LLC
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
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Bnp Paribas Arbitrage, Sa
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
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Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
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Harvest Fund Management Co., Ltd
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
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Shelton Wealth Management, Llc
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Brown Miller Wealth Management, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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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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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Northwestern Mutual Wealth Management Co
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Covestor Ltd
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Sfm, Llc
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Mizuho Securities Usa Llc
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Mowery & Schoenfeld Wealth Management, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Blue Investment Partners LLC
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Credit Agricole S A
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Azimuth Capital Investment Management LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Goodman Advisory Group, LLC
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NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
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Sivia Capital Partners, LLC
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Dogwood Wealth Management LLC
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iA Global Asset Management Inc.
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Claris Financial LLC
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Evermay Wealth Management Llc
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Patron Partners Advisors, Llc
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Mendel Capital Management LLC
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Principle Wealth Partners Llc
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F/M Investments LLC
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Russell Investments Group, Ltd.
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Cooper Financial Group
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Klingman & Associates, LLC
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PFW Advisors LLC
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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Abner Herrman & Brock Llc
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Tredje AP-fonden
|
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Trust Co Of Vermont
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Tufton Capital Management
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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Wolverine Trading, Llc
|
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Stablepoint Partners, LLC
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Renasant Bank
|
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Compass Ion Advisors, LLC
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Mechanics Financial Corp
|
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Beacon Investment Advisory Services, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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Investment Advisory Group, LLC
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CVA Family Office, LLC
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Mystic Asset Management, Inc.
|
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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Lombard Odier Asset Management (Europe) Ltd
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|
Ashton Thomas Securities, Llc
|
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|
Diversified Enterprises, LLC
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Artisan Partners Limited Partnership
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Mutual Of America Capital Management Llc
|
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|
Intrua Financial, LLC
|
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|
Everett Harris & Co /ca/
|
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|
|
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|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
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|
Foster Group, Inc.
|
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|
|
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|
Td Private Client Wealth Llc
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Ellevest, Inc.
|
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|
Crewe Advisors LLC
|
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|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
|
Wellington Management Group Llp
|
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|
Simplify Asset Management Inc.
|
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|
Milestone Asset Management Group, LLC
|
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|
Solstein Capital, LLC
|
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|
Drive Wealth Management, Llc
|
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|
Aberdeen Wealth Management LLC
|
|
|
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|
|
Nearwater Capital Markets, Ltd
|
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
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Relyea Zuckerberg Hanson LLC
|
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|
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FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
|
Optas, LLC
|
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|
Global Wealth Strategies & Associates
|
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Courier Capital Llc
|
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Archer Investment Corp
|
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USS Investment Management Ltd
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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|
Altus Wealth Group LLC
|
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|
New York State Teachers Retirement System
|
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|
CLARET ASSET MANAGEMENT Corp
|
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Malaga Cove Capital, LLC
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Ritholtz Wealth Management
|
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Boston Partners
|
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|
Pinnacle Family Advisors, LLC
|
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Fiduciary Group LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
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|
United Capital Financial Advisers, Llc
|
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|
Red Door Wealth Management, LLC
|
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Jamison Private Wealth Management, Inc.
|
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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Kirtland Hills Capital Management, Llc
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
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|
Hilltop Holdings Inc.
|
|
|
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|
Waldron Private Wealth LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
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|
|
Richard Bernstein Advisors LLC
|
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Colton Groome Financial Advisors, Llc
|
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|
DiNuzzo Private Wealth, Inc.
|
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Red Spruce Capital, LLC
|
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Smithfield Trust Co
|
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|
Legacy Trust
|
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|
Financial Network Wealth Advisors LLC
|
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|
Transce3nd, LLC
|
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|
Janney Capital Management LLC
|
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Two Sigma Securities, Llc
|
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Blue Zone Wealth Advisors, LLC
|
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|
Palumbo Wealth Management LLC
|
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|
Oakworth Capital, Inc.
|
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Allen Capital Group, LLC
|
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|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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|
Gordian Advisors LLC
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
Pathstone Holdings, LLC
|
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|
AGH Wealth Advisors, LLC
|
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Westmount Partners, LLC
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Valtinson Bruner Financial Planning LLC
|
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|
Transamerica Financial Advisors, Inc.
|
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|
CRA Financial Services, LLC
|
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|
Blume Capital Management, Inc.
|
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Gibson Capital, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
Harbour Trust & Investment Management Co
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Bill Few Associates, Inc.
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
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|
Greenleaf Trust
|
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
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|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
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|
|
Pinnacle Associates Ltd
|
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|
Banque Transatlantique SA
|
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|
BlackRock Capital Allocation Trust
|
|
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|
|
Opal Wealth Advisors, LLC
|
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|
Avalon Trust Co
|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
Yousif Capital Management, Llc
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Montag A & Associates Inc
|
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|
Alpha Family Trust
|
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|
Harbour Investment Management Llc
|
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|
Custom Index Systems, Llc
|
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|
Everhart Financial Group, Inc.
|
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|
ABN AMRO Bank N.V.
|
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|
Fundsmith Investment Services Ltd.
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
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|
|
Nomura Holdings Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
Great Diamond Partners, LLC
|
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Brookmont Capital Management
|
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Peapack Gladstone Financial Corp
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Brasada Capital Management, Lp
|
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Allworth Financial LP
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Peterson Wealth Services
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Groupe la Francaise
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Commonwealth Equity Services, Llc
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Edmond De Rothschild Holding S.a.
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Mattern Wealth Management LLC
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Quad-Cities Investment Group, LLC
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Paragon Private Wealth Management, LLC
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Spurstone Advisory Services, LLC
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MCF Advisors LLC
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Truepoint, Inc.
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Lee Danner & Bass Inc
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One Capital Management, LLC
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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Cullinan Associates Inc
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Houlihan Financial Resource Group, Ltd.
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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|
GWM Advisors LLC
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Cercano Management LLC
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Horizon Bancorp Inc /in/
|
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Rtw Investments, Lp
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Profunds - Profund Vp Health Care
|
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|
Gotham Asset Management, LLC
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
UNIVEST FINANCIAL Corp
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Morse Asset Management, Inc
|
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Longboard Asset Management, LP
|
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Kingsview Wealth Management, LLC
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Auxano Advisors, LLC
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Red Mountain Financial, LLC
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Union Bancaire Privee, UBP SA
|
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Todd Asset Management Llc
|
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Lgt Capital Partners Ltd.
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D. E. Shaw & Co., Inc.
|
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Cypress Capital Group
|
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Riverbridge Partners Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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Aaron Wealth Advisors LLC
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Principal Financial Group Inc
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Princeton Global Asset Management LLC
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Investment House Llc
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FIL Ltd
|
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Shell Asset Management Co
|
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MONECO Advisors, LLC
|
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PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
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Brown Shipley& Co Ltd
|
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|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
LGT Financial Advisors LLC
|
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|
Sand Hill Global Advisors, LLC
|
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
BSW Wealth Partners
|
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|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Harbor Investment Advisory, Llc
|
|
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|
Chronos Wealth Management, LLC
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
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|
|
Notis-McConarty Edward
|
|
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|
|
|
Ensign Peak Advisors, Inc
|
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|
Berger Financial Group, Inc
|
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|
Oak Associates Ltd /oh/
|
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|
Ballentine Partners, LLC
|
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|
Berkshire Bank
|
|
|
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|
|
Barrett & Company, Inc.
|
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|
McMahon Financial Advisors, LLC
|
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|
Ceera Investments, Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Spf Beheer Bv
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
