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CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
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|
Insigneo Advisory Services, Llc
|
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|
Wells Fargo & Company/mn
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Prossimo Advisors, LLC
|
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|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
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|
Oppenheimer & Co Inc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
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|
Farmers National Bank
|
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|
Canada Pension Plan Investment Board
|
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Nordea Investment Management Ab
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Tobam
|
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Bellevue Asset Management, Llc
|
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Natixis
|
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|
Handelsbanken Fonder AB
|
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Delta Investment Management, LLC
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Flagship Harbor Advisors, Llc
|
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Hennion & Walsh Asset Management, Inc.
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
First Command Advisory Services, Inc.
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Squarepoint Ops LLC
|
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|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
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|
Winthrop Capital Management, LLC
|
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|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
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|
Fmr Llc
|
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|
Janus Henderson Group Plc
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Conscious Wealth Investments, Llc
|
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|
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|
Lindbrook Capital, Llc
|
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|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
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|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
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|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
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|
Alps Advisors Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
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|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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|
Orion Capital Management LLC
|
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|
Impact Asset Management GmbH
|
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|
Cary Street Partners Financial Llc
|
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|
Franklin Street Advisors Inc /nc
|
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|
Ledyard National Bank
|
|
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|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
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|
Advyzon Investment Management, LLC
|
|
|
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|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
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|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
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|
Plancorp, LLC
|
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|
Valley Brook Capital Group, Inc.
|
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Philadelphia Trust Co
|
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First Manhattan Co
|
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Amica Retiree Medical Trust
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
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|
Cornerstone Wealth Management, LLC
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Daiwa Securities Group Inc.
|
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Aqr Capital Management Llc
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Flagship Wealth Advisors, Llc
|
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Transatlantique Private Wealth Llc
|
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|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
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|
Hartford Financial Management Inc.
|
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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
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|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
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|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
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|
Gryphon Financial Partners LLC
|
|
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|
|
Stock Yards Bank & Trust Co
|
|
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|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
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|
|
United Community Bank
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
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|
True Wealth Design, LLC
|
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|
Holderness Investments Co
|
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|
Mach-1 Financial Group, Inc.
|
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|
First Financial Corp /in/
|
|
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Allen Capital Group, LLC
|
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
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|
|
Point72 (DIFC) Ltd
|
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|
Huntington National Bank
|
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|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
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|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
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|
Gotham Asset Management, LLC
|
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|
Lockerman Financial Group, Inc.
|
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|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
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|
Norges Bank
|
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|
Acap Strategic Fund
|
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|
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|
Fiduciary Trust Co
|
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|
|
Optimist Retirement Group LLC
|
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|
AIA Group Ltd
|
|
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|
Capital International Ltd /ca/
|
|
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|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
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|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
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|
|
Meadow Creek Wealth Advisors Llc
|
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|
Sumitomo Life Insurance Co
|
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|
Congress Wealth Management LLC / DE /
|
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Diversified Trust Co
|
|
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|
|
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PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
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|
Sava Infond d.o.o.
|
|
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|
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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|
|
Empower Advisory Group, LLC
|
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|
Berbice Capital Management LLC
|
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WFA of San Diego, LLC
|
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|
Boomfish Wealth Group, LLC
|
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|
AE Wealth Management LLC
|
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Legacy Capital Wealth Partners, LLC
|
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Price T Rowe Associates Inc /md/
|
|
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Federation des caisses Desjardins du Quebec
|
|
|
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|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
OneAscent Family Office, LLC
|
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|
|
Qtron Investments LLC
|
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|
|
Azzad Asset Management Inc /adv
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
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|
Mufg Securities Americas Inc.
|
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|
HighPoint Advisor Group LLC
|
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Sig Brokerage, Lp
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
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|
|
Cooper Financial Group
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
|
|
HFM Investment Advisors, LLC
|
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|
Cumberland Partners Ltd
|
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|
Findlay Park Partners LLP
|
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|
Snowden Capital Advisors LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Harbor Island Capital LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
OneAscent Financial Services LLC
|
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Northwestern Mutual Investment Management Company, Llc
|
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|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Affinity Investment Advisors, Llc
|
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Stelac Advisory Services LLC
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
OneAscent Wealth Management LLC
|
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|
Gf Fund Management Co. Ltd.
|
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|
Treasurer of the State of North Carolina
|
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Anfield Capital Management, LLC
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Missouri Trust & Investment Co
|
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Mezzasalma Advisors, LLC
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Greystone Financial Group, LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
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|
Red Wave Investments LLC
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Smith, Moore & Co.
|
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|
Ossiam
|
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Goldman Sachs Group Inc
|
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Assenagon Asset Management S.A.
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Level Four Advisory Services, Llc
|
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Pallas Capital Advisors LLC
|
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Howe & Rusling Inc
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Profund Advisors Llc
|
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Byrne Asset Management LLC
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Lifeworks Advisors, LLC
|
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Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
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Warren Street Wealth Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
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Hrt Financial Lp
|
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KC Investment Advisors, LLC
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Tritonpoint Wealth, Llc
|
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Creative Planning
|
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Marcum Wealth, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Financial Network Wealth Management LLC
|
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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Orca Wealth Management, LLC
|
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Fayez Sarofim & Co
|
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Camelot Portfolios, LLC
|
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Hsbc Holdings Plc
|
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Knights of Columbus Asset Advisors LLC
|
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Axxcess Wealth Management, Llc
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Stifel Financial Corp
|
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TCG Advisory Services, LLC
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Alpha Cubed Investments, LLC
|
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|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
Legacy Financial Advisors, Inc.
|
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Freedom Day Solutions, LLC
|
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Decatur Capital Management, Inc.
|
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WPG Advisers, LLC
|
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Belmont Capital, LLC
|
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Federated Hermes, Inc.
|
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Midwest Trust Co
|
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|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
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|
|
Prudential Financial Inc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
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Gibraltar Capital Management, Inc.
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
VCSTX - VALIC Co I - Science & Technology Fund
|
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|
|
Truvestments Capital Llc
|
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Cerity Partners LLC
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
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|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
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|
|
Cohen Capital Management, Inc.
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
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|
|
SBI Securities Co., Ltd.
|
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|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
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Quantum Private Wealth, LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
|
Coldstream Capital Management Inc
|
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|
Edgestream Partners, L.P.
|
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Tortoise Investment Management, LLC
|
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RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
E Six Thirteen, Llc
|
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
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|
|
|
Bokf, Na
|
|
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|
Royal London Asset Management Ltd
|
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|
Penobscot Investment Management Company, Inc.
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
|
|
Erste Asset Management GmbH
|
|
|
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|
|
Maven Securities LTD
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Boston Private Wealth Llc
|
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|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
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|
Harmony Asset Management Llc
|
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|
J. Safra Sarasin Holding AG
|
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|
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|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
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|
UniSuper Management Pty Ltd
|
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|
FSA Wealth Management LLC
|
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|
Credit Industriel Et Commercial
|
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|
L & S Advisors Inc
|
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|
Ameritas Advisory Services, LLC
|
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|
Allred Capital Management, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
|
|
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|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
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|
Foster Dykema Cabot & Partners, Llc
|
|
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|
Verity & Verity, LLC
|
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Knollwood Investment Advisory, LLC
|
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|
Claro Advisors LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
LJI Wealth Management, LLC
|
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Park Place Capital Corp
|
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Truist Financial Corp
|
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|
Public Employees Retirement System Of Ohio
|
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Liontrust Investment Partners LLP
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
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|
SageView Advisory Group, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
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|
Macquarie Group Ltd
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Novem Group
|
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|
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|
|
First Pacific Financial
|
|
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|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
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|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Analog Century Management LP
|
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|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
Wealthfront Advisers Llc
|
|
|
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|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
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|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
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|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
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|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
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|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
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|
Cypress Asset Management Inc/tx
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
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|
Oak Ridge Investments Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
Cromwell Holdings LLC
|
|
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|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
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|
|
M&t Bank Corp
|
|
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|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
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|
|
Bnp Paribas
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Lowery Thomas, Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Assetmark, Inc
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Rockefeller Capital Management L.P.
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Sivia Capital Partners, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
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Kinneret Advisory, LLC
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Smith Anglin Financial, LLC
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FUKOKU MUTUAL LIFE INSURANCE Co
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
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Beaird Harris Wealth Management, LLC
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Shoker Investment Counsel, Inc.
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Baader Bank INC
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MIG Capital, LLC
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Nova Wealth Management, Inc.
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Mpwm Advisory Solutions, Llc
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
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Ieq Capital, Llc
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Worldquant Millennium Advisors Llc
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
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Bell Investment Advisors, Inc
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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Cullinan Associates Inc
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Prime Capital Investment Advisors, LLC
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EPG Wealth Management LLC
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Bnp Paribas Arbitrage, Sa
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Marble Harbor Investment Counsel, LLC
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Capital International Inc /ca/
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Banco Bilbao Vizcaya Argentaria, S.a.
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
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Glenmede Trust Co Na
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Ashton Thomas Securities, Llc
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Bnc Wealth Management, Llc
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RFG Advisory, LLC
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GFG Capital, LLC
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SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
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GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
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Migdal Insurance & Financial Holdings Ltd.
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Ownership Capital B.V.
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Midwest Capital Advisors, LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Principal Street Partners, LLC
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
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Guinness Asset Management LTD
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Oaktop Capital Management Ii, L.p.
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Klingman & Associates, LLC
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Cullen/frost Bankers, Inc.
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E&G Advisors, LP
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Us Bancorp \de\
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GAMMA Investing LLC
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SOA Wealth Advisors, LLC.
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Riverview Trust Co
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Colonial Trust Advisors
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Montecito Bank & Trust
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Illinois Municipal Retirement Fund
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Traphagen Investment Advisors Llc
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Cedar Wealth Management, LLC
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
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Lansforsakringar Fondforvaltning AB (publ)
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Dorsey Wright & Associates
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Gs Investments, Inc.
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1248 Management, LLC
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Evexia Wealth Llc
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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Schechter Investment Advisors, LLC
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
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Insight Wealth Strategies, LLC
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Smithfield Trust Co
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Applied Finance Capital Management, LLC
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Kilter Group LLC
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Aviance Capital Partners, LLC
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Hallmark Capital Management Inc
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
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Parcion Private Wealth LLC
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Wolff Wiese Magana Llc
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TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
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ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
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Blue Fin Capital, Inc.
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Cetera Trust Company, N.A
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NewEdge Wealth, LLC
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Teachers Retirement System Of The State Of Kentucky
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Pinnacle Associates Ltd
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Capital Advisors Wealth Management, LLC
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First PREMIER Bank
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PFG Advisors
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Janney Montgomery Scott LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
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Aegon Asset Management Uk Plc
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Torray Llc
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Lowe Brockenbrough & Co Inc
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AA Financial Advisors, LLC
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Utah Retirement Systems
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Beck Mack & Oliver Llc
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Beacon Capital Management, LLC
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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DRW Securities, LLC
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Umb Bank N A/mo
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Compass Capital Corp /ma/ /adv
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Private Wealth Asset Management, LLC
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SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
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Zacks Investment Management
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
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Atomi Financial Group, Inc.
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
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LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
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Elk River Wealth Management, LLC
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AMG National Trust Bank
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Knightsbridge Asset Management, Llc
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Plante Moran Financial Advisors, LLC
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Sage Mountain Advisors LLC
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Dynasty Wealth Management, Llc
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Andina Capital Management, LLC
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Onefund, Llc
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Plato Investment Management Ltd
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Hartford Investment Management Co
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Meiji Yasuda Life Insurance Co
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BCJ Capital Management, LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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Los Angeles Capital Management Llc
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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Hutchens & Kramer Investment Management Group, LLC
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Princeton Global Asset Management LLC
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MCF Advisors LLC
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Versant Capital Management, Inc
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Mawer Investment Management Ltd.
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TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
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PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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Principal Financial Group Inc
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Belpointe Asset Management LLC
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McGuire Investment Group, LLC
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
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PACIFIC SELECT FUND - Growth Portfolio Class I
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
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Probity Advisors, Inc.
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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iA Global Asset Management Inc.
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Toroso Investments, LLC
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Whitaker-Myers Wealth Managers, LTD.
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Guggenheim Capital Llc
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
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Manufacturers Life Insurance Company, The
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ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
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Redwood Park Advisors LLC
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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IFP Advisors, Inc
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Gulf International Bank (UK) Ltd
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Little House Capital Llc
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Mitchell Mcleod Pugh & Williams Inc
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Agf Management Ltd
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First Trust Advisors Lp
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
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Phillips Wealth Planners LLC
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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Wormser Freres Gestion
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Sequoia Financial Advisors, LLC
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HBK Sorce Advisory LLC
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Campbell Newman Asset Management Inc
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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ABLE Financial Group, LLC
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MBL Wealth, LLC
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TOWER TRUST & INVESTMENT Co
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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NOSIX - Northern Funds - Northern Stock Index Fund
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Dakota Wealth Management
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Kentucky Trust Co
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Howard Hughes Medical Institute
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CX Institutional
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Seacrest Wealth Management, Llc
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HB Wealth Management, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Glenmede Investment Management, LP
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Parnassus Investments /ca
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
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JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Walkner Condon Financial Advisors LLC
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Jackson Creek Investment Advisors LLC
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
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Horizon Kinetics Asset Management Llc
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Great Valley Advisor Group, Inc.
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Trilogy Capital Inc.
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Maryland State Retirement & Pension System
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Citadel Advisors Llc
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Laurel Wealth Advisors LLC
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Capital Investment Advisory Services, LLC
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Vista Investment Partners Ii, Llc
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|
Colton Groome Financial Advisors, Llc
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RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
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|
MorganRosel Wealth Management, LLC
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Graypoint LLC
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Anchor Investment Management, LLC
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Comerica Bank
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Crumly & Associates Inc.
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
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West Family Investments, Inc.
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Scotia Capital Inc.
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|
T. Rowe Price Investment Management, Inc.
|
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Atria Investments Llc
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|
Mjp Associates Inc /adv
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Avantax Planning Partners, Inc.
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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Wedmont Private Capital
|
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|
Great Diamond Partners, LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
BNP Paribas Asset Management Holding S.A.
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
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American Century Companies Inc
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|
Sit Investment Associates Inc
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|
Kirtland Hills Capital Management, Llc
|
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|
Net Worth Advisory Group
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|
Schroder Investment Management Group
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|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
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|
Cranbrook Wealth Management, LLC
|
|
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
CENTRAL TRUST Co
|
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|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Berger Financial Group, Inc
|
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|
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|
|
Summit Street Capital Management, LLC
|
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|
KBC Group NV
|
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|
Paradigm Asset Management Co Llc
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
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|
|
Swiss National Bank
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
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|
|
|
Oppenheimer Asset Management Inc.
|
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Capital Advisors, Ltd. LLC
|
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|
Wiley Bros.-aintree Capital, Llc
|
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Investment Partners, Ltd.
|
|
|
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|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
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|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
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|
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|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
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|
|
|
Oakworth Capital, Inc.
|
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|
|
|
Wellington Management Group Llp
|
|
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|
Lipe & Dalton
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
Grove Bank & Trust
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
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|
|
Choate Investment Advisors
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
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|
|
2Xideas AG
|
|
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|
Moss Adams Wealth Advisors LLC
|
|
|
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|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
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|
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF
|
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|
Boston Trust Walden Corp
|
|
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|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
|
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|
ICONIQ Capital, LLC
|
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|
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|
Kathmere Capital Management, LLC
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
|
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|
Nilsine Partners, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
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|
Herold Advisors, Inc.
|
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|
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
State Farm Mutual Automobile Insurance Co
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
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|
Hamilton Capital, LLC
|
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|
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
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|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
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|
Walleye Capital LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
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|
SG Americas Securities, LLC
|
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|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Bill Few Associates, Inc.
|
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|
|
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|
North Capital, Inc.
|
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|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
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|
Newman Dignan & Sheerar, Inc.
|
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|
Interchange Capital Partners, LLC
|
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|
Aspen Grove Capital, LLC
|
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|
Morgan Stanley
|
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|
Genesis Private Wealth, Llc
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
Aries Wealth Management
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
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|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Creative Financial Designs Inc /adv
|
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|
State of New Jersey Common Pension Fund D
|
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|
GLOBALT Investments LLC / GA
|
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|
National Bank Of Canada /fi/
|
|
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|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
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|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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|
CenterBook Partners LP
|
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|
Vista Investment Partners Llc
|
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Westerkirk Capital Inc.
|
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SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
Vident Advisory, LLC
|
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|
|
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|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Two Sigma Investments, Lp
|
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
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|
Voya Investment Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
IHT Wealth Management, LLC
|
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|
Fielder Capital Group LLC
|
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|
Wbi Investments, Inc.
|
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FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Millennium Management Llc
|
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|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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Simplex Trading, Llc
|
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|
|
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|
Legacy Wealth Managment, LLC/ID
|
|
|
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|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
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|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
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|
Ethic Inc.
|
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Canada Post Corp Registered Pension Plan
|
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Kickstand Ventures, Llc.
|
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Quest Partners LLC
|
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|
Proffitt & Goodson Inc
|
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|
Fieldview Capital Management, LLC
|
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|
Wealth Architects, LLC
|
|
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|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
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|
|
Groupe la Francaise
|
|
|
|
|
|
Carmignac Gestion
|
|
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|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
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|
Axa S.a.
|
|
|
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|
Syon Capital Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
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|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
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|
|
Intellectus Partners, LLC
|
|
|
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|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
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|
|
|
Banco Santander, S.A.
|
|
|
|
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|
Fidelis Capital Partners, LLC
|
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Panagora Asset Management Inc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
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|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
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RMR Wealth Builders
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Sabal Trust CO
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Capstone Investment Advisors, Llc
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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Catalyst Capital Advisors LLC
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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AdvisorShares Investments LLC
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
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Old National Bancorp /in/
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Aprio Wealth Management, LLC
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Thoroughbred Financial Services, Llc
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Swedbank AB
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Ancora Advisors, LLC
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Savoie Capital LLC
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MJT & Associates Financial Advisory Group, Inc.
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Concord Wealth Partners
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
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TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund
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Tcfg Wealth Management, Llc
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Weaver Capital Management LLC
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Private Capital Management Llc
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
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Fulton Bank, N.a.
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CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
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USS Investment Management Ltd
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MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
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Sumitomo Mitsui Financial Group, Inc.
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LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
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STRV - EA Series Trust - Strive 500 ETF
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Drive Wealth Management, Llc
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
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Aft, Forsyth & Sober, LLC
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
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Tower Research Capital LLC (TRC)
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Hartland & Co., LLC
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PFG Investments, LLC
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State Board Of Administration Of Florida Retirement System
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
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Rafferty Asset Management, LLC
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Eley Financial Management, Inc
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Ulland Investment Advisors, LLC
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Custom Index Systems, Llc
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Barnes Dennig Private Wealth Management LLC
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Smith Group Asset Management, LLC
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ROM - PROSHARES TRUST - ProShares Ultra Technology
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
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Mutual Advisors, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Counterpoint Mutual Funds LLC
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Benchmark Investment Advisors LLC
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BlackRock, Inc.
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WASHINGTON TRUST Co
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WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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D'Orazio & Associates, Inc.
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Dana Investment Advisors, Inc.
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AustralianSuper Pty Ltd
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WIREX - PFS FUNDS - Wireless Fund
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Cwm, Llc
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Midwest Professional Planners, LTD.
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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VestGen Advisors, LLC
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Dimensional Fund Advisors Lp
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Lindenwold Advisors
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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IFC Advisors LLC
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Capital Research Global Investors
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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Columbus Macro, LLC
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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D. E. Shaw & Co., Inc.
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Lebenthal Global Advisors, LLC
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Winton Capital Group Ltd
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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Principia Wealth Advisory, LLC
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Advisory Alpha, LLC
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First National Bank of Hutchinson
|
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Hilltop Holdings Inc.
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Fifth Third Wealth Advisors LLC
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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MASTERINVEST Kapitalanlage GmbH
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Associated Banc-corp
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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Activest Wealth Management
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Varma Mutual Pension Insurance Co
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McGowan Group Asset Management, Inc.
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Noble Wealth Management PBC
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WMG Financial Advisors, LLC
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Bank of New York Mellon Corp
|
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Aristotle Atlantic Partners, Llc
|
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Steward Partners Investment Advisory, Llc
|
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Cyndeo Wealth Partners, LLC
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Estabrook Capital Management
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
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Ninety One UK Ltd
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
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|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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Vontobel Holding Ltd.
|
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Northwest & Ethical Investments L.P.
|
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Summit Financial, LLC
|
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|
Caitlin John, LLC
|
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|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
Franklin Resources Inc
|
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|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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|
APG Asset Management US Inc.
|
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Brevan Howard Capital Management LP
|
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|
Harbour Investments, Inc.
|
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|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
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|
|
Trust Asset Management LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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|
Mindset Wealth Management, Llc
|
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Private Wealth Partners, LLC
|
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|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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|
Cigna Investments Inc /new
|
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
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|
|
Creekmur Asset Management LLC
|
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|
|
Paragon Capital Management Ltd
|
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|
|
Fortem Financial Group, Llc
|
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|
|
StoneX Group Inc.
|
|
|
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|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
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|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
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|
Eventide Asset Management, Llc
|
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|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Signet Financial Management, Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
First Horizon Advisors, Inc.
|
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Hills Bank & Trust Co
|
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Carmel Capital Management L.L.C.
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
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|
Keyvantage Wealth, Llc
|
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Cornerstone Strategic Value Fund Inc
|
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|
Trust Co Of Toledo Na /oh/
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
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|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
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|
Annex Advisory Services, LLC
|
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Occidental Asset Management, LLC
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Waterloo Capital, L.P.
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Kcm Investment Advisors Llc
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
Tudor Investment Corp Et Al
|
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Osterweis Capital Management Inc
|
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CIBC World Markets Inc.
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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Sentry Investment Management Llc
|
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Prescott Group Capital Management, L.l.c.
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Bryce Point Capital, LLC
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Mirae Asset Global Investments Co., Ltd.
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
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Oddo Bhf Asset Management Sas
|
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Banque Transatlantique SA
|
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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First Commonwealth Financial Corp /pa/
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Community Financial Services Group, LLC
|
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|
Monte Financial Group, LLC
|
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Allstate Corp
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Fairtree Asset Management (Pty) Ltd
|
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Hilltop National Bank
|
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|
Creative Capital Management Investments LLC
|
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Alta Wealth Advisors LLC
|
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Delphi Management Inc /ma/
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Qube Research & Technologies Ltd
|
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Whelan Financial
|
|
|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
Envestnet Asset Management Inc
|
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|
Bank Of Nova Scotia
|
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GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF
|
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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Covenant Asset Management, LLC
|
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First United Bank Trust/
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Veracity Capital LLC
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Park Avenue Securities Llc
|
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Valley National Advisers Inc
|
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DAVENPORT & Co LLC
|
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Renaissance Group Llc
|
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Haverford Trust Co
|
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Adviser Investments LLC
|
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MetLife Investment Management, LLC
|
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Sowell Financial Services LLC
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
Cetera Investment Advisers
|
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Stenger Family Office, LLC
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Sei Investments Co
|
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|
Wsfs Capital Management, Llc
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
Essex Financial Services, Inc.
|
|
|
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Walker Asset Management, LLC
|
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|
|
Lido Advisors, LLC
|
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|
Stiles Financial Services Inc
|
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|
|
Murphy & Mullick Capital Management Corp
|
|
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|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
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|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
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Jaffetilchin Investment Partners, LLC
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CoreCap Advisors, LLC
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Manchester Capital Management LLC
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JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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Covestor Ltd
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Madison Wealth Partners, Inc
|
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|
Telos Capital Management, Inc.
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SP Asset Management LLC
|
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Northern Oak Wealth Management Inc
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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Spire Wealth Management
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Norden Group Llc
|
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Fjell Capital, LLC
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Solidarilty Wealth, LLC
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Shelton Wealth Management, Llc
|
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Aaron Wealth Advisors LLC
|
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Henrickson Nauta Wealth Advisors, Inc.
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Tounjian Advisory Partners, Llc
|
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Good Life Advisors, LLC
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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Capital Analysts, Inc.
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Sittner & Nelson, Llc
|
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Whittier Trust Co
|
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Ing Groep Nv
|
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Profunds - Profund Vp Technology
|
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Boltwood Capital Management
|
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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NJ State Employees Deferred Compensation Plan
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
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|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
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|
V-Square Quantitative Management LLC
|
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Systematic Alpha Investments, LLC
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
Greenland Capital Management LP
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F/M Investments LLC
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Joel Isaacson & Co., LLC
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Everhart Financial Group, Inc.
|
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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Nfj Investment Group, Llc
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Hillsdale Investment Management Inc.
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Maridea Wealth Management LLC
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Securian Asset Management, Inc
|
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Empowered Funds, LLC
|
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Court Place Advisors, LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Adirondack Trust Co
|
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Consolidated Portfolio Review Corp
|
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Souders Financial Advisors
|
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State of Tennessee, Treasury Department
|
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Eqis Capital Management, Inc.
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Trueblood Wealth Management, LLC
|
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W.H. Cornerstone Investments Inc.
|
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Marshall Financial Group LLC
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
Lazard Asset Management Llc
|
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|
Sound Income Strategies, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
Birchview Capital, LP
|
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|
Garrett Investment Advisors LLC
|
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Concurrent Investment Advisors, LLC
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
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|
Triodos Investment Management BV
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
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|
Kestra Investment Management, LLC
|
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|
Morningstar Investment Management LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Balyasny Asset Management Llc
|
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|
Bennett Selby Investments Lp
|
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|
Pines Wealth Management, LLC
|
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|
|
Cornerstone Total Return Fund Inc
|
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|
|
SYM FINANCIAL Corp
|
|
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|
PharVision Advisers, LLC
|
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|
Advisor Resource Council
|
|
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|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Syverson Strege & Co
|
|
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|
|
Bridgewater Advisors Inc.
|
|
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
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|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
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|
|
Jump Financial, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
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|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
