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Us Bancorp \de\
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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Zrc Wealth Management, Llc
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PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
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ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
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Payden & Rygel
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Country Trust Bank
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JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
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Tealwood Asset Management Inc
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SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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IMG Wealth Management, Inc.
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Altfest L J & Co Inc
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Evelyn Partners Investment Management Services Ltd
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Transform Wealth, LLC
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CFS Investment Advisory Services, LLC
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CBOE Vest Financial, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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Parallax Volatility Advisers, L.P.
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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Teacher Retirement System Of Texas
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Sumitomo Mitsui Trust Holdings, Inc.
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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Longview Partners (Guernsey) LTD
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Arlington Trust Co LLC
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JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
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BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Charles Schwab Investment Management Inc
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Pictet Asset Management Holding SA
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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Woodstock Corp
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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Cromwell Holdings LLC
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Invenio Wealth Partners Llc
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Edgewood Management Llc
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Millstone Evans Group, LLC
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
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Smallwood Wealth Investment Management, LLC
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Royal Bank Of Canada
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Wrapmanager Inc
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Fiduciary Group LLC
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New York State Common Retirement Fund
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
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Wakefield Asset Management LLLP
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Annis Gardner Whiting Capital Advisors, LLC
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Groupama Asset Managment
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Geneos Wealth Management Inc.
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Citizens National Bank Trust Department
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Nissay Asset Management Corp /japan/ /adv
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
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McIlrath & Eck, LLC
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CBIZ Investment Advisory Services, LLC
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Trust Asset Management LLC
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Sterling Capital Management LLC
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
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Strategic Global Advisors, LLC
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LKEQX - LKCM Funds - LKCM Equity Fund
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Legacy Wealth Managment, LLC/ID
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Norinchukin Bank, The
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Eagle Global Advisors Llc
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Taikang Asset Management (Hong Kong) Co Ltd
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
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Kentucky Retirement Systems Insurance Trust Fund
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Centennial Bank/AR/
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Nicholas Company, Inc.
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Cypress Capital Group
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Kingsview Wealth Management, LLC
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BOK Financial Private Wealth, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
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Assetmark, Inc
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City State Bank
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Paul Damon & Associates, Inc.
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JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
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Richardson Capital Management LLC
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
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Quest Partners LLC
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TCG Advisory Services, LLC
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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Prana Capital Management, LP
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WASHINGTON TRUST Co
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
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Assenagon Asset Management S.A.
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Orion Portfolio Solutions, LLC
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Intrust Bank Na
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BankPlus Trust Department
|
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Lazard Global Total Return & Income Fund Inc
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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KP Management LLC
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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O'Brien Greene & Co. Inc
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|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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Intact Investment Management Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Czech National Bank
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Gulf International Bank (UK) Ltd
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Christopher J. Hasenberg, Inc
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
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Nomura Holdings Inc
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King Luther Capital Management Corp
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Trexquant Investment LP
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
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|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
Mirabaud & Cie SA
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Ridgewood Investments LLC
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|
Guggenheim Capital Llc
|
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Gsa Capital Partners Llp
|
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|
Oddo Bhf Asset Management Sas
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Wolverine Trading, Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
|
Operose Advisors LLC
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|
Bridgewater Associates, LP
|
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|
Fiduciary Family Office, Llc
|
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|
Global Retirement Partners, LLC
|
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|
Bridgefront Capital, LLC
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Wedbush Securities Inc
|
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|
Mattern Capital Management, Llc
|
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|
Daymark Wealth Partners, Llc
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Groupe la Francaise
|
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|
Alerus Financial Na
|
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|
Eaton Vance Enhanced Equity Income Fund Ii
|
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|
LWM Advisory Services, LLC
|
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|
Credit Agricole S A
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Angeles Wealth Management, Llc
|
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|
CCLA Investment Management Ltd
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|
Atwood & Palmer Inc
|
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|
Procyon Private Wealth Partners, LLC
|
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|
Family Wealth Group, LLC
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
California State Teachers Retirement System
|
|
|
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|
|
Heartland Bank & Trust Co
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
WealthCollab, LLC
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Lombard Odier Asset Management (Switzerland) SA
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Great West Life Assurance Co /can/
|
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|
Vontobel Holding Ltd.
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|
First Manhattan Co
|
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|
Traphagen Investment Advisors Llc
|
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|
Horizon Investments, LLC
|
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|
Liberty All Star Equity Fund
|
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|
Argentarii, LLC
|
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|
Aureus Asset Management, LLC
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
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|
Signet Investment Advisory Group, Inc.
|
|
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Tower Bridge Advisors
|
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|
Pathstone Holdings, LLC
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
Providence Capital Advisors, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Marks Group Wealth Management, Inc
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
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|
Bdf-gestion
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
Ingalls & Snyder Llc
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Dudley Capital Management, Llc
|
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|
Bourgeon Capital Management Llc
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|
Compass Capital Management, Inc
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|
Hendershot Investments Inc.
|
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|
Cubist Systematic Strategies, LLC
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|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
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|
Oakworth Capital, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
|
Howard Capital Management Inc.
|
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|
Riverbridge Partners Llc
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
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|
Beck Mack & Oliver Llc
|
|
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|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
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|
|
Waterloo Capital, L.P.
|
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|
Westpac Banking Corp
|
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Principal Financial Group Inc
|
|
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|
Shulman DeMeo Asset Management LLC
|
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|
Atom Investors LP
|
|
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|
Marex Group plc
|
|
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|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
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|
Harrell Investment Partners, Llc
|
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|
|
Xponance, Inc.
|
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|
Thrive Wealth Management, LLC
|
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|
PDS Planning, Inc
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Permanent Capital Management, LP
|
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|
Axa S.a.
|
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Generate Investment Management Ltd
|
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|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
Veracity Capital LLC
|
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|
RFG Advisory, LLC
|
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|
Birch Capital Management, LLC
|
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|
Silvant Capital Management LLC
|
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Miracle Mile Advisors, LLC
|
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Keybank National Association/oh
|
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Dimensional Fund Advisors Lp
|
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Mbb Public Markets I Llc
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
BKM Wealth Management, LLC
|
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|
Signature Resources Capital Management, LLC
|
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|
Signaturefd, Llc
|
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Topsail Wealth Management, LLC
|
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|
Snider Financial Group
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
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|
Voleon Capital Management Lp
|
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|
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
|
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|
Wsfs Capital Management, 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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|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
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|
Violich Capital Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
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|
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|
Hager Investment Management Services, Llc
|
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|
Baron Wealth Management LLC
|
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
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|
Ilmarinen Mutual Pension Insurance Co
|
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
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|
Kirtland Hills Capital Management, Llc
|
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Independent Wealth Network Inc.
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Markel Corp
|
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First National Corp /ma/ /adv
|
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Columbus Macro, LLC
|
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Wood Tarver Financial Group, LLC
|
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Grove Bank & Trust
|
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|
StrongBox Wealth, LLC
|
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|
Flywheel Private Wealth LLC
|
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|
Quantitative Investment Management, LLC
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
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|
Alpine Woods Capital Investors, Llc
|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
Gilbert & Cook, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
Americana Partners, LLC
|
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|
Flossbach Von Storch Ag
|
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Hardy Reed LLC
|
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BRTNX - PFS FUNDS - Bretton Fund
|
|
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|
PBCay One RSC Ltd
|
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|
United Capital Financial Advisers, Llc
|
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|
Swedbank AB
|
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|
Summit Trail Advisors, Llc
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Union Bancaire Privee, UBP SA
|
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|
Balboa Wealth Partners
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
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|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
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Bristol Gate Capital Partners Inc.
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Man Group plc
|
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BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
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|
Amica Mutual Insurance Co
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Federation des caisses Desjardins du Quebec
|
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Baldwin Investment Management, LLC
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Boreal Capital Management LLC
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TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Whipplewood Advisors, LLC
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Papamarkou Wellner Asset Management inc.
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Two Sigma Investments, Lp
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Bokf, Na
|
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Daiwa Securities Group Inc.
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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First Command Advisory Services, Inc.
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Aigen Investment Management, Lp
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Impact Investors, Inc
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Main Street Group, LTD
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Ronald Blue Trust, Inc.
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Kendall Capital Management
|
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ICONIQ Capital, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
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|
State of Tennessee, Treasury Department
|
|
|
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Vermillion & White Wealth Management Group, LLC
|
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Texas Yale Capital Corp.
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Tocqueville Asset Management L.p.
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Bank Of Montreal /can/
|
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Kathleen S. Wright Associates Inc.
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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|
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Northside Capital Management, LLC
|
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Balyasny Asset Management Llc
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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LFA - Lugano Financial Advisors SA
|
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Sig Brokerage, Lp
|
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Trust Co Of Vermont
|
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Adviser Investments LLC
|
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Proathlete Wealth Management Llc
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Metis Global Partners, LLC
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Dark Forest Capital Management Lp
|
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Argus Investors' Counsel, Inc.
|
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Junto Capital Management LP
|
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Advisor Group Holdings, Inc.
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
Madison Asset Management, LLC
|
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|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
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|
Rafferty Asset Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Vestor Capital, Llc
|
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Ninety One UK Ltd
|
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Sentry Investment Management Llc
|
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Hanson & Doremus Investment Management
|
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MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
BSN Capital Partners Ltd
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
TCI Fund Management Ltd
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Regal Investment Advisors LLC
|
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|
PineBridge Investments, L.P.
|
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|
CIBC Private Wealth Group, LLC
|
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BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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|
Community Financial Services Group, LLC
|
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|
Allworth Financial LP
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
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|
Highline Wealth Partners Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
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|
Phillips Wealth Planners LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
Sound Financial Strategies Group, LLC
|
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Bluegrass Capital Partners LP
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
LifePlan Financial, LLC
|
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|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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C WorldWide Group Holding A/S
|
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Relyea Zuckerberg Hanson LLC
|
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Stonebrook Private Inc.
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Sentinel Trust Co Lba
|
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CWA Asset Management Group, LLC
|
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Stonehage Fleming Financial Services Holdings Ltd
|
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Compass Wealth Management LLC
|
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|
Dodge & Cox
|
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|
Hoxton Planning & Management, LLC
|
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Kestra Investment Management, LLC
|
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Franklin Resources Inc
|
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SBI Securities Co., Ltd.
|
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Capstone Investment Advisors, Llc
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Ashton Thomas Securities, Llc
|
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|
WoodTrust Financial Corp
|
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|
Diversify Advisory Services, LLC
|
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WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
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|
Cassaday & Co Wealth Management LLC
|
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|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
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|
Blue Chip Partners, Inc.
|
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|
Bridgewater Advisors Inc.
|
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Cornerstone Wealth Group, LLC
|
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BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
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|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
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|
Brookstone Capital Management
|
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|
Advisory Alpha, LLC
|
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
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|
Dunhill Financial, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
|
Nichols & Pratt Advisers Llp /ma
|
|
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|
|
WealthTrak Capital Management LLC
|
|
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|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Farmers & Merchants Investments Inc
|
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|
Bls Capital Fondsmaeglerselskab A/s
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Avantax Planning Partners, Inc.
|
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|
DAVENPORT & Co LLC
|
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|
Principia Wealth Advisory, LLC
|
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|
Scientech Research LLC
|
|
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|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
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|
|
Chilton Capital Management Llc
|
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|
AE Wealth Management LLC
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Mutual Of America Capital Management Llc
|
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|
PFG Advisors
|
|
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|
JPL Wealth Management, LLC
|
|
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|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
Plato Investment Management Ltd
|
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|
Worldquant Millennium Advisors Llc
|
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|
Alecta Pensionsforsakring, Omsesidigt
|
|
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|
|
Varenne Capital Partners
|
|
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|
First Pacific Financial
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
Milestone Resources Group Ltd
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Camrose Capital Investment Partners LLP
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Sovereign's Capital Management, LLC
|
|
|
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|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
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|
Quantinno Capital Management LP
|
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|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Prescott Group Capital Management, L.l.c.
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Jefferies Financial Group Inc.
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
AMS Capital Ltda
|
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|
Affinity Capital Advisors, LLC
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Laurel Wealth Advisors LLC
|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
TFB Advisors LLC
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
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|
Fwl Investment Management, Llc
|
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Karani Asset Management LLC
|
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Allstate Corp
|
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Archer Investment Corp
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JB Capital LLC
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Waters Parkerson & Co., Llc
|
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Nbt Bank N A /ny
|
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Anfield Capital Management, LLC
|
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JCIC Asset Management Inc.
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Alta Advisers Ltd
|
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Wealth Advisory Solutions, LLC
|
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Edmond De Rothschild Holding S.a.
|
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Montag & Caldwell, Llc
|
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Cvfg Llc
|
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Carret Asset Management, Llc
|
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TD Capital Management LLC
|
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Circle Wealth Management, LLC
|
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Vivid Wealth Management, LLC
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
Mechanics Financial Corp
|
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Impact Capital Partners LLC
|
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Nicolet Bankshares Inc
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
|
|
Mezzasalma Advisors, LLC
|
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|
West Branch Capital LLC
|
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|
Crestmont Private Wealth LLC
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
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|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
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|
West Family Investments, Inc.
|
|
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Portland Global Advisors LLC
|
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|
Bnp Paribas
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
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|
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|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
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|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
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|
|
Advisory Services Network, LLC
|
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|
Clearbridge Investments, LLC
|
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Temasek Holdings (Private) Ltd
|
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|
Voya Financial Advisors, Inc.
|
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|
Knollwood Investment Advisory, LLC
|
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|
Rainier Family Wealth Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
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|
|
Cornercap Investment Counsel Inc
|
|
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|
|
Texas Permanent School Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Cypress Funds Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Lionstone Capital Management LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Wedgewood Partners Inc
|
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|
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|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
Byrne Asset Management LLC
|
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|
Novak & Powell Financial Services, Inc.
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Murphy & Mullick Capital Management Corp
|
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Haverford Trust Co
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Avalon Trust Co
|
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|
Atomi Financial Group, Inc.
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Clifford Swan Investment Counsel Llc
|
|
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Barr E S & Co
|
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SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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|
HighPoint Advisor Group LLC
|
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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Concord Asset Management, LLC/VA
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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Stratos Wealth Partners, LTD.
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Susquehanna International Group, Llp
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Legacy Solutions, Llc
|
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Golden State Equity Partners
|
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Jain Global LLC
|
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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Integrated Wealth Concepts LLC
|
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Lindbrook Capital, Llc
|
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ASR Vermogensbeheer N.V.
|
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Busey Wealth Management
|
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First Hawaiian Bank
|
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Lederer & Associates Investment Counsel/ca
|
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Dearborn Partners Llc
|
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Caisse De Depot Et Placement Du Quebec
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
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|
Bank Of Nova Scotia
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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Brighton Jones Llc
|
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|
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Neuberger Berman Group LLC
|
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Keel Point, LLC
|
|
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|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
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|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Mitchell Sinkler & Starr/pa
|
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Peninsula Asset Management Inc
|
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Bamco Inc /ny/
|
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Keynote Financial Services Llc
|
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Foster Group, Inc.
|
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PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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FineMark National Bank & Trust
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Lafayette Investments, Inc.
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Hennion & Walsh Asset Management, Inc.
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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Perigon Wealth Management, LLC
|
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MCF Advisors LLC
|
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Natixis Advisors, L.p.
|
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Generali Investments, Management Co LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
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|
Mv Capital Management, Inc.
|
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Florida Financial Advisors, Llc
|
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BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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|
Newbridge Financial Services Group, Inc.
|
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Two Sigma Advisers, Lp
|
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Mn Services Vermogensbeheer B.V.
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
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|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
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|
IronOak Wealth LLC.
|
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|
Nvwm, Llc
|
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|
Keebeck Wealth Management, LLC
|
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|
Nippon Life Global Investors Americas, Inc.
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Atlantic Trust, LLC
|
|
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|
Handelsbanken Fonder AB
|
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
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|
|
May Hill Capital, LLC
|
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|
Battery Global Advisors, LLC
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
|
|
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|
Citizens Financial Group Inc/ri
|
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|
Aspen Grove Capital, LLC
|
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|
Parsons Capital Management Inc/ri
|
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|
Rock Point Advisors, LLC
|
|
|
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|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
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|
Townsquare Capital Llc
|
|
|
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|
Aqr Capital Management Llc
|
|
|
|
|
|
Northcape Capital Pty Ltd
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
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|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
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|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
|
|
Barden Capital Management, Inc.
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
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|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Ameriprise Financial Inc
|
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|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
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|
Savant Capital, LLC
|
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|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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|
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|
Samalin Investment Counsel, LLC
|
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|
Mount Yale Investment Advisors, LLC
|
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|
AG Asset Advisory, LLC
|
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|
Marco Investment Management Llc
|
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
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|
Railway Pension Investments Ltd
|
|
|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
|
|
|
Quarry LP
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
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|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
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|
Windmill Hill Asset Management Ltd
|
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|
Wealthcare Advisory Partners LLC
|
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Geo Capital Gestora de Recursos Ltd
|
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|
Headinvest, Llc
|
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|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Greenland Capital Management LP
|
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|
Barlow Wealth Partners, Inc.
|
|
|
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|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
|
Glenmede Investment Management, LP
|
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|
Alkeon Capital Management Llc
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
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|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
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|
|
|
Evermay Wealth Management Llc
|
|
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|
|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
|
DT Investment Partners, LLC
|
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|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
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|
|
|
PFG Investments, LLC
|
|
|
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|
|
Jane Street Group, Llc
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
|
|
|
|
|
Mount Capital Ltd
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
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Red Spruce Capital, LLC
|
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HB Wealth Management, LLC
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Blue Zone Wealth Advisors, LLC
|
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|
Ownership Capital B.V.
|
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|
Synergy Financial Management, LLC
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
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|
Amundi
|
|
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|
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|
Monterey Private Wealth, Inc.
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
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|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
Certified Advisory Corp
|
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PFW Advisors LLC
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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Great Valley Advisor Group, Inc.
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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Clal Insurance Enterprises Holdings Ltd
|
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Portside Wealth Group, LLC
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Redwood Investments, LLC
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Academy Capital Management Inc/tx
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One Capital Management, LLC
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Chapman Investment Management, LLC
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Mayflower Financial Advisors, LLC
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Private Advisor Group, LLC
|
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WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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|
Millennium Management Llc
|
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StonePine Asset Management Inc.
|
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
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|
|
|
|
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
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|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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AMF Pensionsforsakring AB
|
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|
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CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
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|
Reliant Investment Management, LLC
|
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|
Pinnacle Financial Partners Inc
|
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Prudent Man Advisors, LLC
|
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One Wealth Advisors, LLC
|
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Meridian Wealth Management, LLC
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Golden State Wealth Management, LLC
|
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APG Asset Management N.V.
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
Rothschild Capital Partners, LLC
|
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Cinctive Capital Management LP
|
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Anchor Capital Advisors Llc
|
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Landscape Capital Management, L.l.c.
|
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|
Confluence Wealth Services, Inc.
|
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|
Park Avenue Securities Llc
|
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|
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|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
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|
Penobscot Investment Management Company, Inc.
|
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|
AXS Investments LLC
|
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|
Okabena Investment Services Inc
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
National Bank Of Canada /fi/
|
|
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|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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|
Bank Of Stockton
|
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Citrine Capital LLC
|
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|
Dohj, Llc
|
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Pflug Koory, LLC
|
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|
Salem Investment Counselors Inc
|
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|
Moseley Investment Management Inc
|
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Banque Cantonale Vaudoise
|
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|
Whitener Capital Management, Inc.
|
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FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
OV Management LLC
|
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|
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|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
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|
Fifth Third Bancorp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
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|
Eos Management, L.P.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
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KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
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Mercer Global Advisors Inc /adv
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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First Foundation Advisors
|
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Choate Investment Advisors
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Alpha Family Trust
|
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Edgestream Partners, L.P.
|
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
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|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
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Twin Capital Management Inc
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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Skye Global Management LP
|
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Level Four Advisory Services, Llc
|
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Legacy Financial Advisors, Inc.
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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Continuum Advisory, LLC
|
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Jones Financial Companies Lllp
|
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Renaissance Technologies Llc
|
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WPG Advisers, LLC
|
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Financial Perspectives, Inc
|
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Sunpointe, LLC
|
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Stanley-Laman Group, Ltd.
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UNIVEST FINANCIAL Corp
|
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Virtue Capital Management, LLC
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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Jackson Square Partners, LLC
|
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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Signal Advisors Wealth, LLC
|
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|
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MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Ascent Group, LLC
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Covenant Partners, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Israel Discount Bank of New York
|
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Advisors Capital Management, LLC
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Public Employees Retirement System Of Ohio
|
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Platform Technology Partners
|
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Ag2r La Mondiale Gestion D'actifs
|
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S.E.E.D. Planning Group LLC
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PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
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|
Spurstone Advisory Services, LLC
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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Sei Investments Co
|
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|
Equitable Holdings, Inc.
|
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Boston Trust Walden Corp
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Ninety One North America, Inc.
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MONECO Advisors, LLC
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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Rappaport Reiches Capital Management, LLC
|
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Allianz Se
|
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CAPROCK Group, Inc.
|
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First Affirmative Financial Network
|
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Kempen Capital Management N.v.
|
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Fisher Asset Management, LLC
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Ewing Morris & Co. Investment Partners Ltd.
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
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|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
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|
Founders Financial Alliance, LLC
|
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Fielder Capital Group LLC
|
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Oversea-Chinese Banking CORP Ltd
|
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Tokio Marine Asset Management Co Ltd
|
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UBS Group AG
|
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FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
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|
Calamos Advisors LLC
|
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|
Armstrong Advisory Group, Inc
|
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Vista Wealth Management Group, LLC
|
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Aristotle Atlantic Partners, Llc
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
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|
|
CHICAGO TRUST Co NA
|
|
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|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
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|
Geneva Capital Management Llc
|
|
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|
|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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|
NorthRock Partners, LLC
|
|
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|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Gillson Capital LP
|
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|
Douglas Lane & Associates, LLC
|
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|
Private Wealth Asset Management, LLC
|
|
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|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
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|
|
Findlay Park Partners LLP
|
|
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|
|
Absoluto Partners Gestao de Recursos Ltda
|
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|
|
Traub Capital Management LLC
|
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|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
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|
Atlas Legacy Advisors, LLC
|
|
|
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|
|
Insigneo Advisory Services, Llc
|
|
|
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|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
aeris Capital Holding GmbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Whitford Management LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Atalan Capital Partners, LP
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
University Of Chicago
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
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ORG Wealth Partners, LLC
|
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|
Belpointe Asset Management LLC
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
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|
|
Pinnacle Wealth Planning Services, Inc.
|
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|
Clarius Group, LLC
|
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|
Koshinski Asset Management, Inc.
|
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|
AIMZ Investment Advisors, LLC
|
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|
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Forum Financial Management, LP
|
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Aviva Plc
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
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|
|
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|
Partners Wealth Management, Llc
|
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|
|
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|
Avanza Fonder AB
|
|
|
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|
Allred Capital Management, LLC
|
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
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|
Integris Wealth Management, LLC
|
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|
Gabelli Funds Llc
|
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|
Stephens Investment Management Group LLC
|
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|
NewSquare Capital LLC
|
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|
Prosperity Financial Group, Inc.
|
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Goldman Sachs Group Inc
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
Gates Capital Management, Inc.
|
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|
Ellevest, Inc.
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Flagship Harbor Advisors, Llc
|
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Nomura Asset Management Co Ltd
|
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Cwm, Llc
|
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Harbor Investment Advisory, Llc
|
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ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
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|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
Vanguard Group Inc
|
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Ensign Peak Advisors, Inc
|
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Alta Capital Management Llc/
|
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LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
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|
EULAV Asset Management
|
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|
Atlantic Union Bankshares Corp
|
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|
Menora Mivtachim Holdings Ltd.
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
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|
Bessemer Group Inc
|
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|
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|
Clean Yield Group
|
|
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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|
|
Riverwater Partners LLC
|
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|
Trust Co Of Oklahoma
|
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|
ICW Investment Advisors LLC
|
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Catalyst Financial Partners Llc
|
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
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|
ProShare Advisors LLC
|
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|
J. Safra Sarasin Holding AG
|
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|
United Asset Strategies, Inc.
|
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|
FDx Advisors, Inc.
|
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|
Vaughan David Investments Inc/il
|
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|
Transcend Wealth Collective, Llc
|
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|
True Wealth Design, LLC
|
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|
Fiera Capital Corp
|
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|
Burling Wealth Partners, Llc
|
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|
Fairman Group, LLC
|
|
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|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
Fortis Capital Management LLC
|
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|
Camden Capital, LLC
|
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
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|
HighTower Advisors, LLC
|
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|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Coalescence Partners Investment Management, LP
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Laurus Investment Counsel Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Totem Point Management, LLC
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
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|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
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|
Gallagher Fiduciary Advisors, LLC
|
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|
Magellan Asset Management Ltd
|
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|
Farringdon Capital, Ltd.
|
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|
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|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
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|
Westside Investment Management, Inc.
|
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|
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|
Elm3 Financial Group, LLC
|
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|
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
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|
Russell Investments Group, Ltd.
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
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|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
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|
Brave Warrior Advisors, LLC
|
|
|
|
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|
Parnassus Investments /ca
|
|
|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
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|
|
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
Cutler Investment Counsel Llc
|
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|
|
|
Resona Asset Management Co.,Ltd.
|
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|
Oppenheimer Asset Management Inc.
|
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|
VestGen Advisors, LLC
|
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Cynosure Management, Llc
|
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NS Partners Ltd
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
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|
IFC Advisors LLC
|
|
|
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|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
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|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
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|
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|
Opal Wealth Advisors, LLC
|
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|
Accelerate Investment Advisors LLC
|
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|
Decatur Capital Management, Inc.
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Boston Private Wealth Llc
|
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|
Postrock Partners Llc
|
|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
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|
|
United Community Bank
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
|
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|
Welch & Forbes Llc
|
|
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|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
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|
Ceera Investments, Llc
|
|
|
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|
Stenger Family Office, LLC
|
|
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|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
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|
StoneX Group Inc.
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Scholtz & Company, Llc
|
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|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
LB Partners LLC
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
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Huntleigh Advisors, Inc.
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Ycg, Llc
|
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Prime Capital Investment Advisors, LLC
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|
Creekmur Asset Management LLC
|
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|
Advisors Asset Management, Inc.
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|
Ci Investments Inc.
|
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|
Hills Bank & Trust Co
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
|
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|
Dupont Capital Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Sather Financial Group Inc
|
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|
Frazier Financial Advisors, LLC
|
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|
Stegent Equity Advisors, Inc.
|
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|
Roberts Capital Advisors, LLC
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
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|
Asset Dedication, LLC
|
|
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|
Lmcg Investments, Llc
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
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|
Fidelis Capital Partners, LLC
|
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|
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
First Interstate Bank
|
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|
Jackson Square Capital, Llc
|
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Capital International Ltd /ca/
|
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Sepio Capital, LP
|
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Mml Investors Services, Llc
|
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|
Mizuho Securities Usa Llc
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
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|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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|
Mascoma Wealth Management LLC
|
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PayPay Securities Corp
|
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Royal London Asset Management Ltd
|
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Strs Ohio
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Winthrop Capital Management, LLC
|
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|
Lebenthal Global Advisors, LLC
|
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Banco Santander, S.A.
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
Fedenia Advisers LLC
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
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|
Graham Capital Management, L.P.
|
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|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
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|
Marshall Financial Group LLC
|
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|
Cordant, Inc.
|
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Chicago Partners Investment Group LLC
|
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|
Carr Financial Group Corp
|
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|
Courage Miller Partners, LLC
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
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|
Rakuten Securities, Inc.
|
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|
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|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
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|
|
Lighthouse Investment Partners, LLC
|
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|
Quadrant Capital Group Llc
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
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|
Advisor OS, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Hudson Way Capital Management LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
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Maverick Capital Ltd
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
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TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
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Parr Mcknight Wealth Management Group, Llc
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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Addison Advisors LLC
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Catalyst Capital Advisors LLC
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Oakmont Corp
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Goldstein Advisors, LLC
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Covestor Ltd
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Meitav Dash Investments Ltd
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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Cohen Klingenstein LLC
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Shell Asset Management Co
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Peloton Wealth Strategists
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
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Crossmark Global Holdings, Inc.
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
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Elyxium Wealth, LLC
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Bangor Savings Bank
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FCIRX - MAINSTAY FUNDS TRUST - MainStay PineStone International Equity Fund Class A
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1620 Investment Advisors, Inc.
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
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Walleye Trading LLC
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Huntington National Bank
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
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Securian Funds Trust - SFT Ivy Growth Fund
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Wynn Capital, LLC
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
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Ballentine Partners, LLC
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Wells Fargo & Company/mn
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OneAscent Financial Services LLC
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Mcdaniel Terry & Co
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Bruce G. Allen Investments, LLC
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
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Bailard, Inc.
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Strategic Blueprint, LLC
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
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Putnam Fl Investment Management Co
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Heritage Trust Co
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Macquarie Group Ltd
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George Kaiser Family Foundation
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Brown Brothers Harriman & Co
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Copperwynd Financial, LLC
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
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Financial & Tax Architects, LLC
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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Stewardship Advisors, LLC
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Townsend Asset Management Corp /nc/ /adv
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Private Wealth Management Group, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
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Salomon & Ludwin, LLC
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Boyd Watterson Asset Management Llc/oh
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Blackrock Enhanced Capital & Income Fund, Inc.
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Bfsg, Llc
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Hibernia Wealth Partners, LLC
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Gabelli Multimedia Trust Inc.
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Heritage Family Offices, LLP
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Meyer Handelman Co
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Walleye Capital LLC
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Troy Asset Management Ltd
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Vise Technologies, Inc.
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Bleakley Financial Group, LLC
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First National Trust Co
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
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Index Fund Advisors, Inc.
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
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Compagnie Lombard Odier SCmA
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Prosperity Consulting Group, LLC
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Cloverfields Capital Group, Lp
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Ashford Capital Management Inc
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Mesirow Financial Investment Management, Inc.
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Rosenberg Matthew Hamilton
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Sivia Capital Partners, LLC
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My Legacy Advisors, LLC
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MJT & Associates Financial Advisory Group, Inc.
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Wetherby Asset Management Inc
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Kayne Anderson Rudnick Investment Management Llc
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Dai-Ichi Life Insurance Company, Ltd
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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Occidental Asset Management, LLC
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Claar Advisors LLC
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Washington Trust Advisors, Inc.
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Total Investment Management Inc
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Loomis Sayles & Co L P
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MetLife Investment Management, LLC
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|
Thrivent Financial For Lutherans
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Geode Capital Management, Llc
|
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Pitcairn Co
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Pettee Investors, Inc.
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Illinois Municipal Retirement Fund
|
|
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|
Smith Anglin Financial, LLC
|
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|
Bank of New York Mellon Corp
|
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St Germain D J Co Inc
|
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CX Institutional
|
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MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
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|
Motco
|
|
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D.B. Root & Company, LLC
|
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Pingora Partners LLC
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Ofi Invest Asset Management
|
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|
Bleichroeder LP
|
|
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EFG Asset Management (Americas) Corp.
|
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Mediolanum International Funds Ltd
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
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Fundamentun, Llc
|
|
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|
Camden National Bank
|
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|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
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|
Walkner Condon Financial Advisors LLC
|
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|
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Tikehau Investment Management
|
|
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
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|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
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|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
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|
Credential Qtrade Securities Inc.
|
|
|
|
|
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KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
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NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
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|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
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|
Activest Wealth Management
|
|
|
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|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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