|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Arlington Trust Co LLC
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Kozak & Associates, Inc.
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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|
|
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|
Evelyn Partners Investment Management LLP
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
Df Dent & Co Inc
|
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|
Rothschild Capital Partners, LLC
|
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BankPlus Trust Department
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Savant Capital, LLC
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Counterpoint Mutual Funds LLC
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Intech Investment Management Llc
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
IMA Wealth, Inc.
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ExodusPoint Capital Management, LP
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Laurion Capital Management LP
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Nuveen, LLC
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Aviso Wealth Management
|
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BLB&B Advisors, LLC
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Proficio Capital Partners LLC
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Dividend Asset Capital, Llc
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Retirement Systems of Alabama
|
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Glenmede Trust Co Na
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Norman Fields, Gottscho Capital Management, LLC
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Frank, Rimerman Advisors LLC
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UMA Financial Services, Inc.
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
|
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|
Ensign Peak Advisors, Inc
|
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Sagefield Capital LP
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
Auto-Owners Insurance Co
|
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Ellevest, Inc.
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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|
Illinois Municipal Retirement Fund
|
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|
Mcdonald Capital Investors Inc/ca
|
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Country Trust Bank
|
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Mattern Wealth Management LLC
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Los Angeles Capital Management Llc
|
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Graypoint LLC
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Thompson Investment Management, Inc.
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Resources Investment Advisors, LLC.
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Wellington Management Group Llp
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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JNBA Financial Advisors
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Ieq Capital, Llc
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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CVA Family Office, LLC
|
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|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Financial Network Wealth Management LLC
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Montecito Bank & Trust
|
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Core Alternative Capital
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
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|
Quaker Wealth Management, LLC
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Estabrook Capital Management
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
Bangor Savings Bank
|
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Cornerstone Advisors, LLC
|
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Hm Payson & Co
|
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|
Arrow Financial Corp
|
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Rialto Wealth Management, LLC
|
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|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
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|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
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|
Quest Partners LLC
|
|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
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|
Blair William & Co/il
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Fmr Llc
|
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|
Mbb Public Markets I Llc
|
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|
Klingman & Associates, LLC
|
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|
Summit Wealth Group Llc / Co
|
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Premier Path Wealth Partners, LLC
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
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|
Fortress Wealth Group, LLC
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
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|
Sumitomo Life Insurance Co
|
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|
Pflug Koory, LLC
|
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|
JustInvest LLC
|
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|
Simplicity Wealth,LLC
|
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IFM Investors Pty Ltd
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
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|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
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Loudon Investment Management, LLC
|
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|
Perfromance Wealth Partners, LLC
|
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|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
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|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
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|
D.a. Davidson & Co.
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
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|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
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|
Spf Beheer Bv
|
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Pin Oak Investment Advisors Inc
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Bellecapital International Ltd.
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RMG Wealth Management LLC
|
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Smithfield Trust Co
|
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Deseret Mutual Benefit Administrators
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Sierra Ocean, Llc
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Congress Asset Management Co /ma
|
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Sagespring Wealth Partners, Llc
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
Ameriprise Financial Inc
|
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SummitTX Capital, L.P.
|
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Envestnet Portfolio Solutions, Inc.
|
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|
J. Safra Sarasin Holding AG
|
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|
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Oddo Bhf Asset Management Sas
|
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|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
Courier Capital Llc
|
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|
Angeles Wealth Management, Llc
|
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CPA Asset Management LLC
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Donaldson Capital Management, Llc
|
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Gallagher Fiduciary Advisors, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Tompkins Financial Corp
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
|
CAPROCK Group, Inc.
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Kinneret Advisory, LLC
|
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EULAV Asset Management
|
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Swedbank AB
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
|
|
Activest Wealth Management
|
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|
Securian Asset Management, Inc
|
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Yousif Capital Management, Llc
|
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Redmond Asset Management, LLC
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
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|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
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Barings Llc
|
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Quent Capital, LLC
|
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Spurstone Advisory Services, LLC
|
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|
Welch & Forbes Llc
|
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|
Brown Advisory Inc
|
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|
State of Alaska, Department of Revenue
|
|
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|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
State Street Corp
|
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|
MCF Advisors LLC
|
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|
Thoroughbred Financial Services, Llc
|
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VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
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|
Kingsview Wealth Management, LLC
|
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|
Agf Management Ltd
|
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|
Investment Management Corp of Ontario
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
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|
Kingstone Capital Partners Texas, LLC
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Kcm Investment Advisors Llc
|
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Mission Wealth Management, Lp
|
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LS Investment Advisors, LLC
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
ORG Partners LLC
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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Keybank National Association/oh
|
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Mb, Levis & Associates, Llc
|
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Banque de Luxembourg S.A.
|
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Sigma Investment Counselors Inc
|
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Quotient Wealth Partners, LLC
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Crewe Advisors LLC
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waypoint wealth counsel
|
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IAM Advisory, LLC
|
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Cypress Capital Group
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Motco
|
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|
Liontrust Investment Partners LLP
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Clear Harbor Asset Management, LLC
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MBE Wealth Management, LLC
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Cary Street Partners Financial Llc
|
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American Capital Advisory, LLC
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Albert D Mason Inc
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Douglass Winthrop Advisors, LLC
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Elgethun Capital Management
|
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Natixis
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Atlantic Trust, LLC
|
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|
EntryPoint Capital, LLC
|
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NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
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|
Brookwood Investment Group LLC
|
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Whalerock Point Partners, Llc
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
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|
Wellspring Financial Advisors, LLC
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Logan Capital Management Inc
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Generali Asset Management SPA SGR
|
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Huntleigh Advisors, Inc.
|
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HighPoint Advisor Group LLC
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Nippon Life Global Investors Americas, Inc.
|
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NewSquare Capital LLC
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Summit Trail Advisors, Llc
|
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Hickory Asset Management, Inc.
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Garde Capital, Inc.
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Root Financial Partners, LLC
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Qtron Investments LLC
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DB Fitzpatrick & Co, Inc
|
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Gabelli Funds Llc
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Legal & General Group Plc
|
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Brown Capital Management Llc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
New Millennium Group LLC
|
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|
Elo Mutual Pension Insurance Co
|
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|
Stratos Wealth Partners, LTD.
|
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
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|
|
McKinley Carter Wealth Services, Inc.
|
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|
Twin City Private Wealth, Llc
|
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|
Great West Life Assurance Co /can/
|
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|
First Hawaiian Bank
|
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|
Mirova US LLC
|
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|
Peddock Capital Advisors, Llc
|
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|
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|
Davidson Trust Co
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
AQWA - Global X Funds - Global X Clean Water ETF
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
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Boston Common Asset Management, LLC
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Clearbridge Investments, LLC
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Orion Capital Management LLC
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Hennion & Walsh Asset Management, Inc.
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Clarius Group, LLC
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Alerus Financial Na
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Lighthouse Investment Partners, LLC
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Sarasin & Partners LLP
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Wealth Enhancement Advisory Services, Llc
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Ing Groep Nv
|
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Meiji Yasuda Asset Management Co Ltd.
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Becker Capital Management Inc
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Glenmede Investment Management, LP
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Full Sail Capital, LLC
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Smithbridge Asset Management Inc/de
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Stephens Consulting, LLC
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Arizona State Retirement System
|
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APG Asset Management N.V.
|
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Captrust Financial Advisors
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Journey Advisory Group, LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Wsfs Capital Management, Llc
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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Capital Investment Services of America, Inc.
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Bruce G. Allen Investments, LLC
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HF Advisory Group, LLC
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Sachetta, LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Ronald Blue Trust, Inc.
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Glenview Trust Co
|
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
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Fiduciary Trust Co
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Alecta Pensionsforsakring, Omsesidigt
|
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Foresight Group Ltd Liability Partnership
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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Tiemann Investment Advisors, Llc
|
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Sound Financial Strategies Group, LLC
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Sargent Investment Group, LLC
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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Hilltop National Bank
|
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Advisory Alpha, LLC
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Adirondack Trust Co
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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S.E.E.D. Planning Group LLC
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Kimelman & Baird, LLC
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Wahed Invest LLC
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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Alta Advisers Ltd
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LFA - Lugano Financial Advisors SA
|
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Principal Securities, Inc.
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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Peak Asset Management, LLC
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First Trust Advisors Lp
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LVW Advisors, LLC
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New Mexico Educational Retirement Board
|
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Kera Capital Partners, Inc.
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
Crossmark Global Holdings, Inc.
|
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Hikari Tsushin, Inc.
|
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Victory Capital Management Inc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Dohj, Llc
|
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Royal London Asset Management Ltd
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
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|
Waterloo Capital, L.P.
|
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Pinnacle Wealth Management Group, Inc.
|
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Northwestern Mutual Investment Management Company, Llc
|
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|
Harbor Group, Inc.
|
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Farmers & Merchants Trust Co of Long Beach
|
|
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|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
Adamsbrown Wealth Consultants Llc
|
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|
Nomura Asset Management Co Ltd
|
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|
Td Private Client Wealth Llc
|
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|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
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|
Johnson Financial Group, LLC
|
|
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|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
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|
|
Allianz Asset Management GmbH
|
|
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|
|
Granite FO LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
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|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
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Insight Advisors, LLC/ PA
|
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|
Northern Trust Corp
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
|
Parr Mcknight Wealth Management Group, Llc
|
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|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
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|
Hrt Financial Lp
|
|
|
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|
BSW Wealth Partners
|
|
|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
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|
Ritholtz Wealth Management
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
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|
Elmwood Wealth Management, Inc.
|
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|
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|
Zacks Investment Management
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Total Investment Management Inc
|
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|
Davy Global Fund Management Ltd
|
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Summit Financial, LLC
|
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Riverwater Partners LLC
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
PFG Advisors
|
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|
Bell Investment Advisors, Inc
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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|
|
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|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
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|
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|
Clough Global Dividend & Income Fund
|
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|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
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|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
|
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
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|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
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|
Point72 (DIFC) Ltd
|
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|
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|
Segment Wealth Management, LLC
|
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|
Birch Hill Investment Advisors LLC
|
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|
Ossiam
|
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Kanawha Capital Management Llc
|
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Boothbay Fund Management, Llc
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
Transamerica Financial Advisors, Inc.
|
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Forum Financial Management, LP
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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|
Marshall Wace, Llp
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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|
Czech National Bank
|
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|
Verition Fund Management LLC
|
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RWC Asset Management LLP
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Mackenzie Financial Corp
|
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
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|
Ulland Investment Advisors, LLC
|
|
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|
New Hampshire Trust
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Sage Mountain Advisors LLC
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
National Bank Of Canada /fi/
|
|
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|
Transcend Wealth Collective, Llc
|
|
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|
|
|
Bailard, Inc.
|
|
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|
one8zero8, LLC
|
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|
YANKCOM Partnership
|
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
Warren Averett Asset Management, LLC
|
|
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|
Bank of Marin
|
|
|
|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
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|
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|
Saturna Capital CORP
|
|
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|
First Command Advisory Services, Inc.
|
|
|
|
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|
Tritonpoint Wealth, Llc
|
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|
Evermay Wealth Management Llc
|
|
|
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|
Phoenix Holdings Ltd.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Beacon Financial Planning, Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
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|
|
FIL Ltd
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
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|
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|
First Commonwealth Financial Corp /pa/
|
|
|
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|
|
Two Sigma Securities, Llc
|
|
|
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|
|
Dorsey & Whitney Trust CO LLC
|
|
|
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|
Hills Bank & Trust Co
|
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|
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|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
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|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Geneva Capital Management Llc
|
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|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
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|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
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|
Mufg Securities Americas Inc.
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
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|
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|
|
Northstar Group, Inc.
|
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|
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|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
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Missouri Trust & Investment Co
|
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|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
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|
Horizon Financial Services, Llc
|
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|
Assetmark, Inc
|
|
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
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|
Manchester Capital Management LLC
|
|
|
|
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|
IMC-Chicago, LLC
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
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|
Hudson Bay Capital Management LP
|
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|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
Regatta Capital Group, Llc
|
|
|
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
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|
Maia Wealth LLC
|
|
|
|
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|
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
|
|
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|
Shelton Capital Management
|
|
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|
Comerica Bank
|
|
|
|
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|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
Sage Capital Management, LLC
|
|
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|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
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|
Snowden Capital Advisors LLC
|
|
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|
|
Frazier Financial Advisors, LLC
|
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|
Corient IA LLC
|
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|
Kennebec Savings Bank
|
|
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|
Capital Research Global Investors
|
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|
Albion Financial Group /ut
|
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|
AlpenGlobal Capital LLC
|
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|
Guardian Wealth Advisors, LLC
|
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|
Vanguard Group Inc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Patton Fund Management, Inc.
|
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|
Invesco Ltd.
|
|
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|
Clear Investment Research, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Puzo Michael J
|
|
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|
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|
Edmond De Rothschild Holding S.a.
|
|
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|
|
|
Old Port Advisors
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Basic Materials
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
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Fuller & Thaler Asset Management, Inc.
|
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Arete Wealth Advisors, LLC
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Quest Investment Management Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
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|
HB Wealth Management, LLC
|
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Mml Investors Services, Llc
|
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Trifecta Capital Advisors, LLC
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HFM Investment Advisors, LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Us Bancorp \de\
|
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Richwood Investment Advisors, LLC
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Goelzer Investment Management, Inc.
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Evelyn Partners Asset Management Ltd
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Penobscot Investment Management Company, Inc.
|
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DecisionPoint Financial, LLC
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BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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Bank of New Hampshire
|
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Oppenheimer Asset Management Inc.
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Pinnacle Wealth Planning Services, Inc.
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KDT Advisors, LLC
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Fairvoy Private Wealth, LLC
|
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|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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O'Brien Greene & Co. Inc
|
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LJI Wealth Management, LLC
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Beacon Pointe Advisors, LLC
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Gitterman Wealth Management, LLC
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VSM Wealth Advisory, LLC
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TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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Americana Partners, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Sentry Investment Management Llc
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Mirabaud & Cie SA
|
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Fred Alger Management, Llc
|
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VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Belpointe Asset Management LLC
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Bearing Point Capital, Llc
|
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Fulcrum Capital LLC
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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Capital Management Corp /va
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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Standard Family Office LLC
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Crews Bank & Trust
|
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Rockefeller Capital Management L.P.
|
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Standard Life Aberdeen plc
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Twin Peaks Wealth Advisors, LLC
|
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Grove Bank & Trust
|
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|
Tudor Investment Corp Et Al
|
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Chapin Davis, Inc.
|
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XML Financial, LLC
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LaFleur & Godfrey LLC
|
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Painted Porch Advisors LLC
|
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Trustco Bank Corp N Y
|
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Stonebridge Capital Advisors LLC
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Cranbrook Wealth Management, LLC
|
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Nbt Bank N A /ny
|
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Institutional Investment Strategy Fund
|
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Financial Advisory Service, Inc.
|
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Foundations Investment Advisors, LLC
|
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Baillie Gifford & Co
|
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Harbour Investments, Inc.
|
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Trust Co Of Toledo Na /oh/
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Capital Advisors Wealth Management, LLC
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Tsfg, Llc
|
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Great Lakes Advisors, Llc
|
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
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|
Toronto Dominion Bank
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
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|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
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|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
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|
We Are One Seven, LLC
|
|
|
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|
Smith Shellnut Wilson Llc /adv
|
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
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|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
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|
|
Stephens Inc /ar/
|
|
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|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
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|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Korea Investment CORP
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
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Profund Advisors Llc
|
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Badgley Phelps Wealth Managers, LLC
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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|
Polar Capital Holdings Plc
|
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|
Copperwynd Financial, LLC
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
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|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
Stock Yards Bank & Trust Co
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Cross Staff Investments Inc
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Pensionmark Financial Group, Llc
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DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
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Candriam Luxembourg S.C.A.
|
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|
Everhart Financial Group, Inc.
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Wormser Freres Gestion
|
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Clark Financial Services Group Inc /bd
|
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USAdvisors Wealth Management, LLC
|
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Steward Partners Investment Advisory, Llc
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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Smartleaf Asset Management LLC
|
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Allianzgi Equity & Convertible Income Fund
|
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Ashton Thomas Securities, Llc
|
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Capital Advisory Group Advisory Services, LLC
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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|
Olistico Wealth, LLC
|
|
|
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|
Country Club Bank /gfn
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
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|
|
State Of Michigan Retirement System
|
|
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|
|
Silverberg Bernstein Capital Management LLC
|
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Profunds - Profund Vp Ultrabull
|
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DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
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La Banque Postale Asset Management SA
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Benjamin Edwards Inc
|
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|
Arvest Investments, Inc.
|
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Prosperity Consulting Group, LLC
|
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Triangle Securities Wealth Management
|
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|
Argonautica Private Wealth Management, Inc
|
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|
Signature Resources Capital Management, LLC
|
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Quilter Plc
|
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Siemens Fonds Invest GmbH
|
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Centaurus Financial, Inc.
|
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Arcadia Investment Management Corp/mi
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PineBridge Investments, L.P.
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
Equitable Trust Co
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
|
|
Citigroup Inc
|
|
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|
|
Groupama Asset Managment
|
|
|
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|
|
Kuhn & Co Investment Counsel
|
|
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|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Walnut Level Capital LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
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Farther Finance Advisors, LLC
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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Genus Capital Management Inc.
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Cigna Investments Inc /new
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Crux Wealth Advisors
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Marietta Investment Partners Llc
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Zwj Investment Counsel Inc
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Capital Analysts, Inc.
|
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|
Tiaa Trust, National Association
|
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Thematics Asset Management
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Nvwm, Llc
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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17 Capital Partners, Llc
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Gladstone Institutional Advisory LLC
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Breed's Hill Capital LLC
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Ridgewood Investments LLC
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Canada Post Corp Registered Pension Plan
|
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Camden Capital, LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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J. W. Coons Advisors, LLC
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Cavalier Investments, LLC
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1 North Wealth Services Llc
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Pure Financial Advisors, Inc.
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Semmax Financial Advisors Inc.
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Berger Financial Group, Inc
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First Interstate Bank
|
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Rakuten Securities, Inc.
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Gould Capital, LLC
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Associated Banc-corp
|
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Franklin Resources Inc
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Pitcairn Co
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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Fayez Sarofim & Co
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Aspect Partners, LLC
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Contravisory Investment Management, Inc.
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Eagle Capital Management Llc
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
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|
Ayrshire Capital Management LLC
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Signaturefd, Llc
|
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Mv Capital Management, Inc.
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Jensen Investment Management Inc
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Verdence Capital Advisors LLC
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Vinva Investment Management Ltd
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Oregon Public Employees Retirement Fund
|
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Geneos Wealth Management Inc.
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Global Trust Asset Management, LLC
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|
North Star Investment Management Corp.
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Leeward Financial Partners, LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Vise Technologies, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
|
Legacy Financial Advisors, Inc.
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
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|
Notis-McConarty Edward
|
|
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|
Morningstar Investment Services LLC
|
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|
LGT Group Foundation
|
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Isthmus Partners, Llc
|
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|
Livelsberger Financial Advisory
|
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|
Credit Agricole S A
|
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|
Purkiss Capital Advisors LLC
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Sand Hill Global Advisors, LLC
|
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|
Eads & Heald Wealth Management
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
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|
Alps Advisors Inc
|
|
|
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|
|
Harbor Investment Advisory, Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
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|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TT International Asset Management LTD
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
