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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Isthmus Partners, Llc
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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ProVise Management Group, LLC
|
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
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New York State Teachers Retirement System
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
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Seacrest Wealth Management, Llc
|
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Cortland Associates Inc/mo
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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Manning & Napier Advisors Llc
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Cox Capital Mgt LLC
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Brooktree Capital Management
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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CRA Financial Services, LLC
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Jag Capital Management, Llc
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FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
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Dorsey & Whitney Trust CO LLC
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Resources Management Corp /ct/ /adv
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Humankind Benefit Corp - Humankind US Stock ETF
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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SBI Securities Co., Ltd.
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
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KLCM Advisors, Inc.
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
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Ostrum Asset Management
|
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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Davis R M Inc
|
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Ancora Advisors, LLC
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Axxcess Wealth Management, Llc
|
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Headlands Technologies LLC
|
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Fayez Sarofim & Co
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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First National Trust Co
|
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Belpointe Asset Management LLC
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Jackson Hole Capital Partners, LLC
|
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Cornerstone Select Advisors, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Nixon Peabody Trust Co
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Asset Dedication, LLC
|
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Jpmorgan Chase & Co
|
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Sarver Vrooman Wealth Advisors
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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CBIZ Investment Advisory Services, LLC
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Xponance, Inc.
|
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Delta Accumulation, LLC
|
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Childress Capital Advisors, Llc
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Atlantic Trust, LLC
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Maven Securities LTD
|
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Farringdon Capital, Ltd.
|
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Kennebec Savings Bank
|
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SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Bamco Inc /ny/
|
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Picton Mahoney Asset Management
|
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GWM Advisors LLC
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
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Emerald Investment Partners, Llc
|
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Consolidated Portfolio Review Corp
|
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|
Kestra Investment Management, LLC
|
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|
Graypoint LLC
|
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|
Newbridge Financial Services Group, Inc.
|
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Verdence Capital Advisors LLC
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
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|
|
Cornerstone Total Return Fund Inc
|
|
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|
|
Armstrong Advisory Group, Inc
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
Baird Financial Group, Inc.
|
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|
Bouvel Investment Partners, LLC
|
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|
Clear Street Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
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|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
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|
|
|
Boothbay Fund Management, Llc
|
|
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|
|
Fairvoy Private Wealth, LLC
|
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|
|
Bmc Fund Inc
|
|
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|
|
OMERS ADMINISTRATION Corp
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
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|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
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|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
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|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
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|
Ubs Asset Management Americas Inc
|
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|
Alyeska Investment Group, L.P.
|
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|
Gabelli Funds Llc
|
|
|
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|
GeoWealth Management, LLC
|
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
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|
Crestwood Advisors Group LLC
|
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|
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|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
|
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|
Ipswich Investment Management Co., Inc.
|
|
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|
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|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
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|
Compagnie Lombard Odier SCmA
|
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|
GAM Holding AG
|
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Arcadia Investment Management Corp/mi
|
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
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|
Wealthspire Advisors, LLC
|
|
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|
Consolidated Planning Corp
|
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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|
Mystic Asset Management, Inc.
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
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|
Red Tortoise LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
|
|
|
Suncoast Equity Management
|
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|
|
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|
Callan Family Office, LLC
|
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|
Todd Asset Management Llc
|
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|
WoodTrust Financial Corp
|
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|
Sciencast Management LP
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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|
|
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|
Presilium Private Wealth, Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
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|
Asset Management One Co., Ltd.
|
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|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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|
MONECO Advisors, LLC
|
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|
Flagship Harbor Advisors, Llc
|
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Level Four Advisory Services, Llc
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
StoneX Group Inc.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
ISAM Funds (UK) Ltd
|
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|
National Pension Service
|
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|
Pandora Wealth, Inc.
|
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|
Baader Bank INC
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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|
Great Lakes Advisors, Llc
|
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|
FSA Wealth Management LLC
|
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|
Dsm Capital Partners Llc
|
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SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
Michels Family Financial, LLC
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Chickasaw Capital Management Llc
|
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|
Capital A Wealth Management, LLC
|
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|
Moors & Cabot, Inc.
|
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|
Foster & Motley Inc
|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
State Street Corp
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
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|
Boston Partners
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
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|
|
Ci Investments Inc.
|
|
|
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|
Aspire Growth Partners LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
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|
Acadian Asset Management Llc
|
|
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|
Lazard Asset Management Llc
|
|
|
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|
WFA of San Diego, LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Clayton Partners LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Park West Asset Management LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Aryeh Capital Management Ltd.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FINX - Global X Funds - Global X FinTech ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Kitching Partners, Llc
|
|
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|
Callan Capital, LLC
|
|
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|
Main Street Group, LTD
|
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|
|
Woodstock Corp
|
|
|
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|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Redwood Investment Management, Llc
|
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|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
Graham Capital Management, L.P.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
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|
Gamco Investors, Inc. Et Al
|
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|
|
|
|
Sheets Smith Investment Management
|
|
|
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|
Toroso Investments, LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
Dudley & Shanley, Inc.
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
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|
Integris Wealth Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Capital International Sarl
|
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Wealth Alliance
|
|
|
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|
Mission Wealth Management, Lp
|
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
|
XTX Topco Ltd
|
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Davis Capital Management
|
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|
Centaurus Financial, Inc.
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
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|
|
Pathstone Holdings, LLC
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
Dagco, Inc.
|
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|
Anchor Investment Management, LLC
|
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|
|
Addenda Capital Inc.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Black Creek Investment Management Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Hillman Co
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
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|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
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|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Parallel Advisors, LLC
|
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Kendall Capital Management
|
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|
Net Worth Advisory Group
|
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|
Dearborn Partners Llc
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
|
Invst, LLC
|
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|
Brinker Capital Investments, LLC
|
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|
Resources Investment Advisors, LLC.
|
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|
Mercer Global Advisors Inc /adv
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Keystone Financial Services
|
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|
Gulf International Bank (UK) Ltd
|
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Financial Perspectives, Inc
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
Park Place Capital Corp
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Evercore Wealth Management, LLC
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Mill Creek Capital Advisors, LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
CAPROCK Group, Inc.
|
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Mairs & Power Inc
|
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Dana Investment Advisors, Inc.
|
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MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
Allianz Asset Management GmbH
|
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|
Rhumbline Advisers
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
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|
Rise Advisors, LLC
|
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BlueSpruce Investments, LP
|
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AAFMAA Wealth Management & Trust LLC
|
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Sagespring Wealth Partners, Llc
|
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Riggs Asset Managment Co. Inc.
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MAI Capital Management
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Massachusetts Financial Services Co /ma/
|
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Focused Investors LLC
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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FNY Investment Advisers, LLC
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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Centurion Wealth Management LLC
|
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BSW Wealth Partners
|
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Crews Bank & Trust
|
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LVZ Advisors, Inc.
|
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LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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|
Hemenway Trust Co LLC
|
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|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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Ontario Teachers Pension Plan Board
|
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|
3Chopt Investment Partners, LLC
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Sigma Planning Corp
|
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|
Pnc Financial Services Group, Inc.
|
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Metis Global Partners, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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First Horizon Advisors, Inc.
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
25 Llc
|
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|
Yarbrough Capital, LLC
|
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|
Bridgewater Advisors Inc.
|
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Neumann Capital Management, LLC
|
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
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|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
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|
Connecticut Wealth Management, LLC
|
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
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|
|
|
CenterBook Partners LP
|
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|
Pineridge Advisors LLC
|
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|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
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|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
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|
|
|
IFP Advisors, Inc
|
|
|
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|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
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|
|
|
Swiss National Bank
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
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|
|
Us Bancorp \de\
|
|
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|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
|
Legal Advantage Investments, Inc.
|
|
|
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|
|
Osterweis Capital Management Inc
|
|
|
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|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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|
|
Point72 Asset Management, L.P.
|
|
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|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Scalar Gauge Management, Llc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
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Bellevue Asset Management, Llc
|
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PFG Investments, LLC
|
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|
Kilter Group LLC
|
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Value Holdings Management Co. Llc
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Cwm, Llc
|
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|
Somerville Kurt F
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Legacy Financial Group LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
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|
Investment Counsel Co Of Nevada
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Brant Point Investment Management Llc
|
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Spinnaker Trust
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
London Co Of Virginia
|
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|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
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|
Rothschild Capital Partners, LLC
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
Apollon Wealth Management, LLC
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
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|
WESCAP Management Group, Inc.
|
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Greenleaf Trust
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
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|
Sunriver Management LLC
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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McIlrath & Eck, LLC
|
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|
Norinchukin Bank, The
|
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Cornerstone Investment Partners, LLC
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Covington Investment Advisors Inc.
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Moloney Securities Asset Management, LLC
|
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Salomon & Ludwin, LLC
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Checchi Capital Advisers, LLC
|
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|
WPG Advisers, LLC
|
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|
Crux Wealth Advisors
|
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Anb Bank
|
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|
Ridgepath Capital Management LLC
|
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Fairtree Asset Management (Pty) Ltd
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
Punch & Associates Investment Management, Inc.
|
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Qrg Capital Management, Inc.
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Thomas Story & Son Llc
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
Beacon Bridge Wealth Partners, LLC
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HB Wealth Management, LLC
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Castleark Management Llc
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Olstein Capital Management, L.P.
|
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Drake & Associates, LLC
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Cardinal Point Capital Management, ULC
|
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Shell Asset Management Co
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
Williams Jones Wealth Management, LLC.
|
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|
West Family Investments, Inc.
|
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|
Parnassus Investments /ca
|
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|
Cromwell Holdings LLC
|
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|
Legacy Financial Advisors, Inc.
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
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|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
|
Permanent Capital Management, LP
|
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Cozad Asset Management Inc
|
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|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
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|
PMC FIG Opportunities LLC
|
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|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
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|
Toronto Dominion Bank
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
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|
Engineers Gate Manager LP
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
|
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|
|
Fairway Wealth LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Inscription Capital, LLC
|
|
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|
|
|
Rafferty Asset Management, LLC
|
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|
Crumly & Associates Inc.
|
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|
Generali Asset Management SPA SGR
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Wellington Management Group Llp
|
|
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|
|
Kaizen Financial Strategies
|
|
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|
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|
Clark Capital Management Group, Inc.
|
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|
GDS Wealth Management
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Freshford Capital Management, LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Visualize Group LP
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
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Salvus Wealth Management, LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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Enterprise Financial Services Corp
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Cm Wealth Advisors Llc
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Aspect Partners, LLC
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
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Stratos Wealth Partners, LTD.
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Cornerstone Advisors, LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Eads & Heald Wealth Management
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
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Ieq Capital, Llc
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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Tectonic Advisors Llc
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
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Aquatic Capital Management LLC
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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BLPIX - Profunds - Bull Profund Investor Class
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NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
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Squarepoint Ops LLC
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Cyrus J. Lawrence, LLC
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State of Alaska, Department of Revenue
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Citizens National Bank Trust Department
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Tidemark, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
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Patton Fund Management, Inc.
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Nicolet Advisory Services, Llc
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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HF Advisory Group, LLC
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Bnp Paribas Arbitrage, Sa
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LGT Financial Advisors LLC
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ULTRA SERIES FUND - Large Cap Growth Fund Class I
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Wellington Shields Capital Management, LLC
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
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Personal Cfo Solutions, Llc
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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1620 Investment Advisors, Inc.
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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John Hancock Funds II - Science & Technology Fund Class NAV
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
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JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Chesley Taft & Associates LLC
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Wealth Management Associates, Inc.
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RMR Wealth Builders
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Scotia Capital Inc.
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Broderick Brian C
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FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
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Moneta Group Investment Advisors Llc
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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Smithbridge Asset Management Inc/de
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Ami Investment Management Inc
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FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
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Bigelow Investment Advisors, LLC
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
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Ccm Investment Advisers Llc
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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Evermay Wealth Management Llc
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Spectrum Wealth Counsel, LLC
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Wellspring Financial Advisors, LLC
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Jacobi Capital Management LLC
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
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BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
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Norris Perne & French Llp/mi
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Stephens Consulting, LLC
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Armis Advisers, LLC
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Schmidt P J Investment Management Inc
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Voya Financial Advisors, Inc.
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Meridian Wealth Management, LLC
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
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Rsm Us Wealth Management Llc
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Andra AP-fonden
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Olistico Wealth, LLC
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Cross Staff Investments Inc
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Redwood Grove Capital, LLC
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JCSD Capital, LLC
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Benchmark Investment Advisors LLC
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PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
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EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
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Mitchell Sinkler & Starr/pa
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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Dimensional Fund Advisors Lp
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Keudell/Morrison Wealth Management
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Janus Henderson Group Plc
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Integral Investment Advisors, Inc.
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Deseret Mutual Benefit Administrators
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Great West Life Assurance Co /can/
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Uncommon Cents Investing LLC
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Ascent Group, LLC
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Scharf Investments, Llc
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Alexander Labrunerie & Co., Inc.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Man Group plc
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Td Private Client Wealth Llc
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SkyOak Wealth, LLC
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IAM Advisory, LLC
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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Moisand Fitzgerald Tamayo, LLC
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Horizon Financial Services, Llc
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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Oliver Lagore Vanvalin Investment Group
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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S-Bank Fund Management Ltd
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Wedmont Private Capital
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Tortoise Investment Management, LLC
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Embree Financial Group
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
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Transamerica Financial Advisors, Inc.
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Meeder Asset Management Inc
|
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Scientech Research LLC
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Beck Mack & Oliver Llc
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
Cornerstone Capital, Inc.
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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Graybill Bartz & Assoc Ltd
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Marietta Investment Partners Llc
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
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|
Rockland Trust Co
|
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|
Oddo Bhf Asset Management Sas
|
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|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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|
Private Wealth Management Group, LLC
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Calamos Advisors LLC
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Parkside Financial Bank & Trust
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
Aster Capital Management (DIFC) Ltd
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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Secure Asset Management, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Signaturefd, Llc
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Papp L Roy & Associates
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Voloridge Investment Management, Llc
|
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Newman Dignan & Sheerar, Inc.
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Patton Albertson Miller Group, Llc
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|
Baupost Group Llc/ma
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Prevail Innovative Wealth Advisors, Llc
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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Jones Financial Companies Lllp
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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St Germain D J Co Inc
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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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|
De Burlo Group Inc
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|
Western Pacific Wealth Management, LP
|
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|
Richard P Slaughter Associates Inc
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Susquehanna International Group, Llp
|
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|
Fisher Funds Management LTD
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
UBS Group AG
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|
CENTRAL TRUST Co
|
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|
Czech National Bank
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Legato Capital Management LLC
|
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|
Snowden Capital Advisors LLC
|
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|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
Jarislowsky, Fraser Ltd
|
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|
H&H Retirement Design & Management INC
|
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|
Frazier Financial Advisors, LLC
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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|
Busey Wealth Management
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
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|
Cohen & Steers, Inc.
|
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|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
SageView Advisory Group, LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
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|
Northwest & Ethical Investments L.P.
|
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|
Banco BTG Pactual S.A.
|
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|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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|
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|
Total Investment Management Inc
|
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|
Lindbrook Capital, Llc
|
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|
Central Pacific Bank - Trust Division
|
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|
Bell Asset Management Ltd
|
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|
Stansberry Asset Management, Llc
|
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|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
Sulzberger Capital Advisors, Inc.
|
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
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|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
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|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
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|
|
Aviso Financial Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
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|
Hanson & Doremus Investment Management
|
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|
First Western Trust Bank
|
|
|
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|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
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Hughes Financial Services, LLC
|
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Breakwater Capital Group
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Close Asset Management Ltd
|
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|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
|
First Trust Advisors Lp
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Dillon & Associates Inc
|
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Fidelis Capital Partners, LLC
|
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Massmutual Trust Co Fsb/adv
|
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Palisade Capital Management Llc/nj
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Ogorek Anthony Joseph /ny/ /adv
|
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Accurate Wealth Management, LLC
|
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Factory Mutual Insurance Co
|
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Private Advisor Group, LLC
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Bleakley Financial Group, LLC
|
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Hardy Reed LLC
|
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Cornerstone Wealth Group, LLC
|
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Zwj Investment Counsel Inc
|
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Berger Financial Group, Inc
|
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MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
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Ronald Blue Trust, Inc.
|
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Prelude Capital Management, Llc
|
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IMA Wealth, Inc.
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Mutual Of America Capital Management Llc
|
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Knollwood Investment Advisory, LLC
|
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ProShare Advisors LLC
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Summitry Llc
|
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Brevan Howard Capital Management LP
|
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Bridgewater Associates, LP
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
SummitTX Capital, L.P.
|
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Pines Wealth Management, LLC
|
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CoreFirst Bank & Trust
|
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New York Life Investment Management Llc
|
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Campbell Newman Asset Management Inc
|
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Gilman Hill Asset Management, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Jacobsen Capital Management
|
|
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Alpha Cubed Investments, LLC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
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|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
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|
Cambridge Investment Research Advisors, Inc.
|
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BNP Paribas Asset Management Holding S.A.
|
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Baker Avenue Asset Management, LP
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
1858 Wealth Management, Llc
|
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|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FIL Ltd
|
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|
Cary Street Partners Financial Llc
|
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|
Strategy Asset Managers Llc
|
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|
|
Glenmede Investment Management, LP
|
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|
Copperleaf Capital, LLC
|
|
|
|
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|
Stifel Financial Corp
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
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|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Carlson Capital L P
|
|
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|
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|
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
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|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
Allred Capital Management, LLC
|
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|
North Capital, Inc.
|
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|
Horan Securities, Inc.
|
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|
Leavell Investment Management, Inc.
|
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|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
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|
American Money Management, LLC
|
|
|
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|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
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|
Wambolt & Associates, LLC
|
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|
Sandy Cove Advisors, LLC
|
|
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|
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|
Comerica Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
|
|
|
M3 Advisory Group, LLC
|
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|
Sunbelt Securities, Inc.
|
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Clean Yield Group
|
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
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|
Quaker Wealth Management, LLC
|
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Kfg Wealth Management, Llc
|
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Hurley Capital, LLC
|
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Tritonpoint Wealth, Llc
|
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Semmax Financial Advisors Inc.
|
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LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
Highlander Partners, L.P.
|
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|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
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|
Gabelli Dividend & Income Trust
|
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|
Equitable Holdings, Inc.
|
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Addison Advisors LLC
|
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Brandes Investment Partners, Lp
|
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Global Trust Asset Management, LLC
|
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Stone Run Capital, Llc
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
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|
Goodman Advisory Group, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
SkyView Investment Advisors, LLC
|
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Madison Asset Management, LLC
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Great Valley Advisor Group, Inc.
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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NorthRock Partners, LLC
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
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|
Stanley Capital Management, LLC
|
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
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|
|
Westend Capital Management LLC
|
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|
|
FDx Advisors, Inc.
|
|
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|
Hilton Capital Management, LLC
|
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|
Country Trust Bank
|
|
|
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|
|
Cidel Asset Management Inc
|
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
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|
|
Equitable Trust Co
|
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
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|
|
Dark Forest Capital Management Lp
|
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|
|
Walleye Capital LLC
|
|
|
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|
|
Spurstone Advisory Services, LLC
|
|
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|
|
Alps Advisors Inc
|
|
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|
|
Sargent Investment Group, LLC
|
|
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|
Ariel Investments, Llc
|
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
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|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
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|
|
Royal London Asset Management Ltd
|
|
|
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|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Kensico Capital Management Corp
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
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|
Park Avenue Securities Llc
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
MTM Investment Management, LLC
|
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|
JDM Financial Group LLC
|
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|
Aqr Capital Management Llc
|
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|
FORA Capital, LLC
|
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|
Cascade Investment Group, Inc.
|
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|
Abound Wealth Management
|
|
|
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|
|
Premier Path Wealth Partners, LLC
|
|
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|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Charles Schwab Investment Management Inc
|
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|
Martingale Asset Management L P
|
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Legacy Private Trust Co.
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Raymond James Financial Inc
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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NEOS Investment Management LLC
|
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Creative Financial Designs Inc /adv
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
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|
Granite Investment Partners, LLC
|
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|
Federated Hermes, Inc.
|
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Ramsay, Stattman, Vela & Price, Inc.
|
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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|
Commerce Bank
|
|
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|
LS Investment Advisors, LLC
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
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|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
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Sanibel Captiva Trust Company, Inc.
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Quantinno Capital Management LP
|
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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Alliancebernstein L.p.
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Nordea Investment Management Ab
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Certified Advisory Corp
|
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LRI Investments, LLC
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1 North Wealth Services Llc
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Millennium Management Llc
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Eagle Rock Investment Company, Llc
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
Bell Investment Advisors, Inc
|
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|
Ironsides Asset Advisors, LLC
|
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|
1st Source Bank
|
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|
PFS Partners, LLC
|
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Empirical Finance, LLC
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
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|
Vanguard Group Inc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Ingalls & Snyder Llc
|
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International Assets Investment Management, Llc
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
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|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
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|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
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|
|
Union Savings Bank
|
|
|
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|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
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|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
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|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Explore Capital Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
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|
Sawgrass Asset Management Llc
|
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|
SILVER OAK SECURITIES, Inc
|
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|
US Asset Management LLC
|
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|
Tompkins Financial Corp
|
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|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
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|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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|
Harrell Investment Partners, Llc
|
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|
We Are One Seven, LLC
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Avestar Capital, LLC
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|
Mv Capital Management, Inc.
|
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Guardian Capital Lp
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
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|
Oppenheimer Asset Management Inc.
|
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Park Square Financial Group, LLC
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Two Point Capital Management, Inc.
|
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PENN SERIES FUNDS INC - Large Cap Growth Fund
|
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|
Boston Family Office Llc
|
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D. E. Shaw & Co., Inc.
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Fulton Bank, N.a.
|
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Ossiam
|
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|
Chevy Chase Trust Holdings, Inc.
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Mizuho Securities Usa Llc
|
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Epiq Partners, Llc
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
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|
Lvm Capital Management Ltd/mi
|
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|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
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|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
Rockefeller Capital Management L.P.
|
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Peddock Capital Advisors, Llc
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Sora Investors Llc
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
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|
Bank Of Nova Scotia
|
|
|
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|
Orion Portfolio Solutions, LLC
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
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|
Robbins Farley Llc
|
|
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|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
JB Capital LLC
|
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|
Penserra Capital Management LLC
|
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Reynders McVeigh Capital Management, LLC
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Covey Capital Advisors, LLC
|
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|
Bokf, Na
|
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J.w. Cole Advisors, Inc.
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
Cascade Financial Partners, LLC
|
|
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|
Neuberger Berman Group LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
Summit Global Investments
|
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|
Manchester Capital Management LLC
|
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|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
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|
LaFleur & Godfrey LLC
|
|
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
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|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
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|
Partners Capital Investment Group, Llp
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
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|
Unigestion Holding SA
|
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
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|
1832 Asset Management L.P.
|
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|
Claro Advisors LLC
|
|
|
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|
Assenagon Asset Management S.A.
|
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|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Amplify ETF Trust - Amplify Mobile Payments ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Old National Bancorp /in/
|
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|
Gabelli Equity Trust Inc
|
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|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
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|
|
Amundi
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
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|
Gotham Asset Management, LLC
|
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|
Creative Capital Management Investments LLC
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Balyasny Asset Management Llc
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UniSuper Management Pty Ltd
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|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
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|
|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Change Path, LLC
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|
Old Second National Bank Of Aurora
|
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Freemont Management S.A.
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
UNIVEST FINANCIAL Corp
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
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|
|
Beacon Pointe Advisors, LLC
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Wolff Wiese Magana Llc
|
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|
Hopwood Financial Services, Inc.
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Glenmede Trust Co Na
|
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Vision Capital Management, Inc.
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Sachetta, LLC
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
Arrow Financial Corp
|
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BEEX - Tidal Trust III - The BeeHive ETF
|
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|
Schonfeld Strategic Advisors LLC
|
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|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
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|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
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|
Windward Capital Management Co /ca
|
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|
Sequoia Financial Advisors, LLC
|
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Legacy Wealth Asset Management, LLC
|
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Mosaic Family Wealth Partners, Llc
|
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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|
Foster Dykema Cabot & Partners, Llc
|
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Western Financial Corp/CA
|
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|
Caldwell Securities, Inc
|
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Boston Common Asset Management, LLC
|
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Fort Washington Investment Advisors Inc /oh/
|
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
Hengehold Capital Management Llc
|
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|
Keyes, Stange & Wooten Wealth Management, LLC
|
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BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
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|
Forbes J M & Co Llp
|
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|
MCF Advisors LLC
|
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|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
Vermillion Wealth Management, Inc.
|
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|
Legacy Capital Group California, Inc.
|
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|
Hoese & Co LLP
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Westover Capital Advisors, LLC
|
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|
Deltec Asset Management Llc
|
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
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|
New York State Common Retirement Fund
|
|
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|
Bowman & Co S.C.
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
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|
LOM Asset Management Ltd
|
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|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
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|
Intrua Financial, LLC
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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|
Guggenheim Capital Llc
|
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|
Pacer Advisors, Inc.
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
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|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
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|
|
Maia Wealth LLC
|
|
|
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|
|
Hudson Bay Capital Management LP
|
|
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|
Glenview Trust Co
|
|
|
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|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
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|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
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|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Hound Partners, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
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Df Dent & Co Inc
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Tokio Marine Asset Management Co Ltd
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Signature Wealth Management Group
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New Mexico Educational Retirement Board
|
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Brown Capital Management Llc
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Kiker Wealth Management, LLC
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FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
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Citizens Financial Group Inc/ri
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Korea Investment CORP
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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Aaron Wealth Advisors LLC
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Haverford Trust Co
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
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Td Asset Management Inc
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USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
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DAVENPORT & Co LLC
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Ninety One UK Ltd
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Timucuan Asset Management Inc/fl
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Giverny Capital Inc.
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
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KBC Group NV
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Profunds - Profund Vp Ultrabull
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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State of New Jersey Common Pension Fund D
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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C WorldWide Group Holding A/S
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NZS Capital, LLC
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Port Capital LLC
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Portfolio Design Labs, LLC
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Spears Abacus Advisors LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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RBF Capital, LLC
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Logan Capital Management Inc
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LFA - Lugano Financial Advisors SA
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Allworth Financial LP
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Kcm Investment Advisors Llc
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Entropy Technologies, LP
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China Universal Asset Management Co., Ltd.
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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Cinctive Capital Management LP
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Valmark Advisers, Inc.
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Barrett & Company, Inc.
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Legal & General Group Plc
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Merit Financial Group, LLC
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Venture Visionary Partners LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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Larson Financial Group LLC
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Fox Run Management, L.l.c.
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Fortem Financial Group, Llc
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Lido Advisors, LLC
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Valued Wealth Advisors LLC
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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Flagship Wealth Advisors, Llc
|
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Nuveen Multi-Asset Income Fund
|
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Mpwm Advisory Solutions, Llc
|
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Hemington Wealth Management
|
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NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
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HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Bangor Savings Bank
|
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Nicholas Hoffman & Company, LLC.
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
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|
Financial Management Professionals, Inc.
|
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
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|
Clear Harbor Asset Management, LLC
|
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|
Oregon Pacific Wealth Management, LLC
|
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|
Hennion & Walsh Asset Management, Inc.
|
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Leo Wealth, LLC
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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McAdam, LLC
|
|
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MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
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|
Provident Investment Management, Inc.
|
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|
Strategic Wealth Partners, Ltd.
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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BancorpSouth Bank
|
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|
Promethium Advisors,llc
|
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Vestor Capital, Llc
|
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Buttonwood Financial Advisors Inc.
|
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|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
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|
|
Northwest Bancshares, Inc.
|
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Strategies Wealth Advisors, LLC
|
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|
Summit Trail Advisors, Llc
|
|
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|
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|
Bey-Douglas LLC
|
|
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|
Strs Ohio
|
|
|
|
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|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
aeris Capital Holding GmbH
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
