|
Colonial River Wealth Management, LLC
|
|
|
|
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|
Algebris (uk) Ltd
|
|
|
|
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|
D L Carlson Investment Group Inc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
AustralianSuper Pty Ltd
|
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|
Alcosta Capital Management, Inc.
|
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|
Mml Investors Services, Llc
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Bedel Financial Consulting, Inc.
|
|
|
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Adirondack Trust Co
|
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|
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|
Virtu Financial LLC
|
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|
AE Wealth Management LLC
|
|
|
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|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
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|
Parcion Private Wealth LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
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|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Smith Thornton Advisors LLC
|
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|
GW&K Investment Management, LLC
|
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|
Lyell Wealth Management, Lp
|
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|
Voya Investment Management Llc
|
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|
Commerce Bank
|
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|
Sound Income Strategies, LLC
|
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|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
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|
Scientech Research LLC
|
|
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|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
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|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
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|
Bahl & Gaynor Inc
|
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|
|
|
|
Tsfg, Llc
|
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|
Fountainhead AM, LLC
|
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|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
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|
State Farm Mutual Automobile Insurance Co
|
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|
Ashford Capital Management Inc
|
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|
Coatue Innovative Strategies Fund
|
|
|
|
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|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
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|
Rakuten Investment Management, Inc.
|
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|
|
Magnus Financial Group LLC
|
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|
LRI Investments, LLC
|
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|
TFR Capital, LLC.
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
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|
|
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|
Knollwood Investment Advisory, LLC
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
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|
|
|
Darden Wealth Group Inc
|
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|
Truvestments Capital Llc
|
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|
CENTRAL TRUST Co
|
|
|
|
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|
Sonora Investment Management Group, LLC
|
|
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|
Wells Fargo & Company/mn
|
|
|
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|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Twin Tree Management, LP
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
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|
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|
Almanack Investment Partners, LLC.
|
|
|
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|
Van Eck Associates Corp
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Coatue Management Llc
|
|
|
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|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
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|
|
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Bessemer Group Inc
|
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|
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|
|
Ellevest, Inc.
|
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|
Choate Investment Advisors
|
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Lewis Asset Management, LLC
|
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Marex Group plc
|
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|
MayTech Global Investments, LLC
|
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|
Kilter Group LLC
|
|
|
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|
Heritage Wealth Advisors
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
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|
SummitTX Capital, L.P.
|
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|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
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|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
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|
CWA Asset Management Group, LLC
|
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|
|
Values First Advisors, Inc.
|
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|
Mcrae Capital Management Inc
|
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|
Dillon & Associates Inc
|
|
|
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|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Financial Connections Group, Inc.
|
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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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|
|
|
|
AIA Group Ltd
|
|
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|
|
Sargent Investment Group, LLC
|
|
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|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
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|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Spence Asset Management
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Walleye Capital LLC
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Winton Capital Group Ltd
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Putnam ETF Trust - Putnam Sustainable Future ETF -
|
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Two Sigma Advisers, Lp
|
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Sigma Planning Corp
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Summit Financial, LLC
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Williams & Novak, LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Cookson Peirce & Co Inc
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Citadel Advisors Llc
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Kapstone Financial Advisors LLC
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
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|
Pacific Center for Financial Services
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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Optas, LLC
|
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
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|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
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Pinnacle Financial Partners Inc
|
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Perissos Private Wealth Management, LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Fayez Sarofim & Co
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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West Branch Capital LLC
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Waterfront Wealth Inc.
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La Banque Postale Asset Management SA
|
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Pembroke Management, LTD
|
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Zwj Investment Counsel Inc
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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EagleClaw Capital Managment, LLC
|
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CFO4Life Group, LLC
|
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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|
Wealthfront Advisers Llc
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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|
Patton Fund Management, Inc.
|
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Financial Advisory Service, Inc.
|
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
Rodgers Brothers Inc.
|
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Charter Oak Capital Management, LLC
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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Belpointe Asset Management LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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|
Abel Hall, LLC
|
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Morling Financial Advisors, LLC
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Willis Johnson & Associates, Inc.
|
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Capital Investment Advisory Services, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
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|
Doliver Advisors, Lp
|
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Maven Securities LTD
|
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|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
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|
Masso Torrence Wealth Management Inc.
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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|
Crestwood Advisors Group LLC
|
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|
Howland Capital Management Llc
|
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|
Hilltop Holdings Inc.
|
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Jpmorgan Chase & Co
|
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|
Piscataqua Savings Bank
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
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|
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|
Provenance Wealth Advisors, LLC
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
|
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|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
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|
Denali Advisors Llc
|
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|
Midwest Professional Planners, LTD.
|
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|
Vaughan David Investments Inc/il
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
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|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Occidental Asset Management, LLC
|
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|
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
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|
Matisse Capital
|
|
|
|
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|
Carroll Investors, Inc
|
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|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Perceptive Advisors Llc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Deuterium Capital Management, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Xponance, Inc.
|
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Canopy Partners, LLC
|
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Ariadne Wealth Management, LP
|
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|
Ascent Group, LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
Steel Peak Wealth Management LLC
|
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|
Parnassus Investments /ca
|
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|
HB Wealth Management, LLC
|
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Financial Network Wealth Advisors LLC
|
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|
Rhenman & Partners Asset Management AB
|
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|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
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Los Angeles Capital Management Llc
|
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Wisconsin Capital Management Llc
|
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Copia Wealth Management
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Laffer Investments
|
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1832 Asset Management L.P.
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XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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LaFleur & Godfrey LLC
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Marion Wealth Management
|
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Atria Wealth Solutions, Inc.
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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United Community Bank
|
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|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Carderock Capital Management Inc
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Symphony Financial, Ltd. Co.
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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Woodline Partners LP
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
Pineridge Advisors LLC
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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Cozad Asset Management Inc
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
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Southern Capital Advisors, Llc
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Gagnon Securities Llc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Maryland Capital Advisors Inc.
|
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Plato Investment Management Ltd
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Mascoma Wealth Management LLC
|
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Pathstone Holdings, LLC
|
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FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
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PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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Diversified Trust Co
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
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LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
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|
Truist Financial Corp
|
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Private Advisor Group, LLC
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Viewpoint Capital Management LLC
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TCTC Holdings, LLC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
South Dakota Investment Council
|
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Atwood & Palmer Inc
|
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Atria Investments Llc
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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American Century Companies Inc
|
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QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
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|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
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|
Promus Capital, LLC
|
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Perigon Wealth Management, LLC
|
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Platinum Investment Management Ltd
|
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Next Century Growth Investors Llc
|
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
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|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
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|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
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|
LifeWealth Investments, LLC
|
|
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City Holding Co
|
|
|
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|
Kensico Capital Management Corp
|
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|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
Spinnaker Investment Group, LLC
|
|
|
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Verde Servicos Internacionais S.A.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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|
West Family Investments, Inc.
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Mercer Global Advisors Inc /adv
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BSN Capital Partners Ltd
|
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Paradigm Financial Partners, Llc
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Allianz Asset Management GmbH
|
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Alliance Wealth Advisors, LLC /UT
|
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State Street Corp
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
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|
Global X Japan Co., Ltd.
|
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|
Caldwell Securities, Inc
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Legacy Capital Wealth Partners, LLC
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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Hartford Investment Management Co
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Capital International Investors
|
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Voya Financial Advisors, Inc.
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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|
Adage Capital Partners Gp, L.l.c.
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Solstein Capital, LLC
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Clean Yield Group
|
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Sandhill Capital Partners LLC
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Ing Groep Nv
|
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Ashton Thomas Securities, Llc
|
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Bridges Investment Management Inc
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Canada Post Corp Registered Pension Plan
|
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Atwater Malick LLC
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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MQS Management LLC
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Berkeley Capital Partners, LLC
|
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Legacy Wealth Asset Management, LLC
|
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Beese Fulmer Investment Management, Inc.
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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Eaton Vance Enhanced Equity Income Fund
|
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Rockingstone Advisors LLC
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Sava Infond d.o.o.
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PineBridge Investments, L.P.
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Beacon Financial Group
|
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Clear Creek Financial Management, LLC
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Financial Partners Group, Inc
|
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Savant Capital, LLC
|
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Mather Group, Llc.
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Strategic Advocates LLC
|
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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|
Transform Wealth, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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Neuberger Berman Group LLC
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Newbridge Financial Services Group, Inc.
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Mirova US LLC
|
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IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Financial Management Network Inc
|
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|
iA Global Asset Management Inc.
|
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Edge Financial Advisors LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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E. Ohman J:or Asset Management AB
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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|
Blume Capital Management, Inc.
|
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Ensign Peak Advisors, Inc
|
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|
Weaver Capital Management LLC
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
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|
|
Rowland & Co Investment Counsel/adv
|
|
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|
Asset Advisors Investment Management, LLC
|
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|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
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|
Clifford Swan Investment Counsel Llc
|
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|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
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|
Plancorp, LLC
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Garda Capital Partners Lp
|
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|
All Terrain Financial Advisors, LLC
|
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|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
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|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
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|
Aviso Wealth Management
|
|
|
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
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|
Sharp Financial Services, LLC
|
|
|
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|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Tri Locum Partners LP
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Avidity Partners Management LP
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Tounjian Advisory Partners, Llc
|
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|
First Citizens Bank & Trust Co
|
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|
True Vision MN LLC
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
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|
Cullen/frost Bankers, Inc.
|
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|
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|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
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|
Prairie Wealth Advisors, Inc.
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
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|
Anfield Capital Management, LLC
|
|
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Heartland Bank & Trust Co
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
SBI Securities Co., Ltd.
|
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|
Banque Cantonale Vaudoise
|
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|
Burns J W & Co Inc/ny
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
SGL Investment Advisors, Inc.
|
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|
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|
Prossimo Advisors, LLC
|
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Mechanics Financial Corp
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Coastline Trust Co
|
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|
Essex Financial Services, Inc.
|
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Legacy Bridge, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Dnca Finance
|
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Dividend Asset Capital, Llc
|
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Colonial Trust Co / SC
|
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Woodstock Corp
|
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Prudential Financial Inc
|
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Tokio Marine Asset Management Co Ltd
|
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J.Safra Asset Management Corp
|
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Prudent Investors Network
|
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Riggs Asset Managment Co. Inc.
|
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BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
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|
Liberty All Star Equity Fund
|
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|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
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Nemes Rush Group LLC
|
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Codex Capital Asset Management L.L.C.
|
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WESPAC Advisors SoCal, LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
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Man Group plc
|
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Brandywine Oak Private Wealth Llc
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Haverford Trust Co
|
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Private Wealth Asset Management, LLC
|
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McIlrath & Eck, LLC
|
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Numerai GP LLC
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Real Talk Capital, LLC
|
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|
PayPay Securities Corp
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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Alphinity Investment Management Pty Ltd
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Norges Bank
|
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|
Manchester Financial Inc
|
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Wrapmanager Inc
|
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RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Total Investment Management Inc
|
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|
Asset Management One Co., Ltd.
|
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|
IronOak Wealth LLC.
|
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Rosenblum Silverman Sutton S F Inc /ca
|
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
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|
Advyzon Investment Management, LLC
|
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|
Pingora Partners LLC
|
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|
Rice Partnership, LLC
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
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|
|
S&co Inc
|
|
|
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|
|
Empirical Asset Management, LLC
|
|
|
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|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
|
Empire Life Investments Inc.
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
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Mitchell Capital Management Co
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Burling Wealth Partners, Llc
|
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|
Tower Research Capital LLC (TRC)
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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ICONIQ Capital, LLC
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New Millennium Group LLC
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Coston, McIsaac & Partners
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Mission Creek Capital Partners, Inc.
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Waters Parkerson & Co., Llc
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Nautilus Advisors LLC
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Quadcap Wealth Management, LLC
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Security National Bank
|
|
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Louisiana State Employees Retirement System
|
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Bordeaux Wealth Advisors LLC
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
AlphaQ Advisors LLC
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Davis R M Inc
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Waterloo Capital, L.P.
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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Global Trust Asset Management, LLC
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Addison Advisors LLC
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Manufacturers Life Insurance Company, The
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Bay Harbor Wealth Management, LLC
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Private Trust Co Na
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Willner & Heller, Llc
|
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Avalon Trust Co
|
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PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
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|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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Ashton Thomas Private Wealth, LLC
|
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Bfsg, Llc
|
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BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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|
Stock Portfolio - Stock Portfolio
|
|
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U.S. Capital Wealth Advisors, LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Custom Index Systems, Llc
|
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|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
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STRV - EA Series Trust - Strive 500 ETF
|
|
|
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|
Bdf-gestion
|
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Braidwell Lp
|
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Raleigh Capital Management Inc.
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Principal Street Partners, LLC
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Campbell & CO Investment Adviser LLC
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Morgan Stanley
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Ostrum Asset Management
|
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Mitchell Sinkler & Starr/pa
|
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Riverstone Advisors, LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
J.w. Cole Advisors, Inc.
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Boston Trust Walden Corp
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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Werba Rubin Papier Wealth Management
|
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S.A. Mason LLC
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IHT Wealth Management, LLC
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Whittier Trust Co
|
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Quintet Private Bank (Europe) S.A.
|
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Belmont Capital, LLC
|
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ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
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Ipswich Investment Management Co., Inc.
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Harfst & Associates, Inc.
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Argus Investors' Counsel, Inc.
|
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Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Bank of Marin
|
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Ossiam
|
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
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|
Strait & Sound Wealth Management LLC
|
|
|
|
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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Employees Retirement System of Texas
|
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Mediolanum International Funds Ltd
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
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|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
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|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
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Financial Engines Advisors L.L.C.
|
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Point72 (DIFC) Ltd
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
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|
CIBC Capital Markets (Europe) S.A.
|
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|
Vigilare Wealth Management
|
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|
Rhumbline Advisers
|
|
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|
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|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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|
|
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|
Missouri Trust & Investment Co
|
|
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|
NorthCrest Asset Manangement, LLC
|
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|
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|
Kfg Wealth Management, Llc
|
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|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Haven Capital Group, Inc.
|
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|
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|
|
Monetta Financial Services Inc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
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|
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|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
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|
Highland Capital Management, Llc
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Beacon Financial Planning, Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Dalton Investments LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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HighPoint Advisor Group LLC
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APG Asset Management N.V.
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Abacus Wealth Partners, LLC
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Cedar Mountain Advisors, LLC
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Northwest & Ethical Investments L.P.
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Waycross Partners, Llc
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Lgt Capital Partners Ltd.
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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Bath Savings Trust Co
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EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
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Cape Investment Advisory, Inc.
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Cary Street Partner Investment Advisory Llc
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Jennison Associates Llc
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Pilgrim Partners Asia Pte Ltd
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
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Thrivent Financial For Lutherans
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ProShare Advisors LLC
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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Gallagher Fiduciary Advisors, LLC
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Skandinaviska Enskilda Banken AB (publ)
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Baldwin Investment Management, LLC
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CI Private Wealth, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Papamarkou Wellner Asset Management inc.
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Ellerson Group Inc /adv
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Royal London Asset Management Ltd
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Baker Avenue Asset Management, LP
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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Second Line Capital, LLC
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Atticus Wealth Management, Llc
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Envestnet Portfolio Solutions, Inc.
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Victory Capital Management Inc
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Mendel Money Management
|
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Central Bank & Trust Co
|
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Kestra Investment Management, LLC
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BOK Financial Private Wealth, Inc.
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Eagle Health Investments LP
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Bogart Wealth, LLC
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Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Illumine Investment Management, LLC
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Intech Investment Management Llc
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Luts & Greenleigh Group, Inc
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Stiles Financial Services Inc
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Nwam Llc
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E Fund Management Co., Ltd.
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Great Diamond Partners, LLC
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FSM Wealth Advisors, LLC
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
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Aviva Plc
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Corton Capital Inc.
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Country Club Bank /gfn
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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|
Motive Wealth Advisors
|
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Private Wealth Advisors, LLC
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Jackson, Grant Investment Advisers, Inc.
|
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ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
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|
Sovran Advisors, LLC
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Oliver Lagore Vanvalin Investment Group
|
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Simplicity Wealth,LLC
|
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Concord Asset Management, LLC/VA
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
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|
National Asset Management, Inc.
|
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Barclays Plc
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
|
Eastover Investment Advisors LLC
|
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|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
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|
Whitaker-Myers Wealth Managers, LTD.
|
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|
Gilder Gagnon Howe & Co Llc
|
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|
Disciplined Growth Investors Inc /mn
|
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|
Aspect Partners, LLC
|
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|
Ameriflex Group, Inc.
|
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|
Hantz Financial Services, Inc.
|
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|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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|
HighMark Wealth Management LLC
|
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|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
Valley Brook Capital Group, Inc.
|
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|
Union Bancaire Privee, UBP SA
|
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|
Prime Capital Investment Advisors, LLC
|
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|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
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|
Motco
|
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|
Baillie Gifford & Co
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Centennial Bank/AR/
|
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|
Ithaka Group Llc
|
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|
Valicenti Advisory Services Inc
|
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|
Balance Wealth, LLC
|
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
|
Moss Adams Wealth Advisors LLC
|
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|
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|
|
Seilern Investment Management Ltd
|
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|
Norinchukin Bank, The
|
|
|
|
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|
Liberty One Investment Management, Llc
|
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|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
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|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Blue Sky Capital Consultants Group, Inc.
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
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|
|
Picton Mahoney Asset Management
|
|
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
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|
Leo Wealth, LLC
|
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|
Park Square Financial Group, LLC
|
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|
Hendershot Investments Inc.
|
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1858 Wealth Management, Llc
|
|
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Continuum Advisory, LLC
|
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|
|
Purus Wealth Management, LLC
|
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|
|
HBW Advisory Services LLC
|
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|
|
|
Kieckhefer Group Llc
|
|
|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
NEOS Investment Management LLC
|
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|
Bremer Bank National Association
|
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|
Creekmur Asset Management LLC
|
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Trust Point Inc.
|
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|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
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|
Western Wealth Management, LLC
|
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|
Kcm Investment Advisors Llc
|
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|
Westover Capital Advisors, LLC
|
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|
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|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
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|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
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|
Cornerstone Capital, Inc.
|
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|
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|
State of New Jersey Common Pension Fund D
|
|
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|
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|
SRS Capital Advisors, Inc.
|
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|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Venture Visionary Partners LLC
|
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|
Stone Run Capital, Llc
|
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Quarry LP
|
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|
Fox Hill Wealth Management
|
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|
Accurate Wealth Management, LLC
|
|
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|
Stonegate Investment Group, LLC
|
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|
ARK Investment Management LLC
|
|
|
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|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Account Management LLC
|
|
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|
LGT Fund Management Co Ltd.
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
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|
Rainier Family Wealth Inc
|
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|
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|
Argonautica Private Wealth Management, Inc
|
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|
Calamos Advisors LLC
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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|
One Wealth Capital Management, Llc
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
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|
Oak Associates Ltd /oh/
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
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|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
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|
ProVise Management Group, LLC
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
GAM Holding AG
|
|
|
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|
|
Torno Capital, Llc
|
|
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|
|
|
BlackRock, Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Prospect Hill Management, LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
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Jackson Square Partners, LLC
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Signal Advisors Wealth, LLC
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|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
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|
MTM Investment Management, LLC
|
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
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|
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|
|
Lido Advisors, LLC
|
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|
Abound Wealth Management
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Stonebridge Capital Advisors LLC
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Abner Herrman & Brock Llc
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SFG Wealth Management, LLC.
|
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|
Seven Mile Advisory
|
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|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
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|
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|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
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|
Centaurus Financial, Inc.
|
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Resona Asset Management Co.,Ltd.
|
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|
State of Alaska, Department of Revenue
|
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Lake Street Financial Llc
|
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Sax Wealth Advisors, Llc
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Mbb Public Markets I Llc
|
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Granite Investment Partners, LLC
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Foster & Motley Inc
|
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Cornerstone Wealth Management, LLC
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Binnacle Investments Inc
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Dakota Wealth Management
|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
Bourne Lent Asset Management Inc
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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|
WestEnd Advisors, LLC
|
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Standard Life Aberdeen plc
|
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Midwest Capital Advisors, LLC
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Driehaus Capital Management Llc
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Compass Capital Corp /ma/ /adv
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
CHURCHILL MANAGEMENT Corp
|
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|
Bender Robert & Associates
|
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Cornerstone Select Advisors, LLC
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Consilium Wealth Advisory, LLC
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Balboa Wealth Partners
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
Wealthcare Advisory Partners LLC
|
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|
Profund Advisors Llc
|
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M&G Plc
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Douglas Lane & Associates, LLC
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GAMMA Investing LLC
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First Command Advisory Services, Inc.
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Redmond Asset Management, LLC
|
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Silicon Valley Capital Partners
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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Thompson Siegel & Walmsley Llc
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|
Centric Wealth Management
|
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Eventide Asset Management, Llc
|
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Proficio Capital Partners LLC
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|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
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|
Wealth Management Associates, Inc.
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Putnam Fl Investment Management Co
|
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Allspring Global Investments Holdings, LLC
|
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Northwestern Mutual Investment Management Company, Llc
|
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Fairfield Financial Advisors, LTD
|
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HWG Holdings LP
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
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|
Scotia Capital Inc.
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
Goelzer Investment Management, Inc.
|
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|
Twinbeech Capital Lp
|
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|
HCR Wealth Advisors
|
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|
Azzad Asset Management Inc /adv
|
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|
Northern Oak Wealth Management Inc
|
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|
LGT Group Foundation
|
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|
New Wave Wealth Advisors Llc
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Kavar Capital Partners Group, Llc
|
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|
Finer Wealth Management, Inc.
|
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|
Invesco, Llc
|
|
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|
Arcadia Investment Management Corp/mi
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Exome Asset Management LLC
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
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|
|
Humankind Investments LLC
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Catalio Capital Management, LP
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Mokosak Advisory Group, LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
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Ofi Invest Asset Management
|
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|
Systematic Alpha Investments, LLC
|
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|
Worldquant Millennium Advisors Llc
|
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|
Sumitomo Life Insurance Co
|
|
|
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|
Goldman Sachs Group Inc
|
|
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Assenagon Asset Management S.A.
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Sowell Financial Services LLC
|
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Kayne Anderson Rudnick Investment Management Llc
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
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|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
O'shaughnessy Asset Management, Llc
|
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Guggenheim Capital Llc
|
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Wellington Management Group Llp
|
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Bamco Inc /ny/
|
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Brady Martz Wealth Solutions, LLC
|
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Guardian Wealth Advisors, Llc / Nc
|
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Diversified Enterprises, LLC
|
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Perpetual Ltd
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Sterling Capital Management LLC
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Meeder Asset Management Inc
|
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Allstate Corp
|
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Limestone Investment Advisors LP
|
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SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
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|
OneAscent Financial Services LLC
|
|
|
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|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
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|
Bank Of Nova Scotia
|
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|
SYM FINANCIAL Corp
|
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denkapparat Operations GmbH
|
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Avion Wealth
|
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FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
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|
Transamerica Financial Advisors, Inc.
|
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Crewe Advisors LLC
|
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Trust Co Of Vermont
|
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Institute for Wealth Management, LLC.
|
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California State Teachers Retirement System
|
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MONECO Advisors, LLC
|
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Foster Group, Inc.
|
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Salem Investment Counselors Inc
|
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First Financial Corp /in/
|
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SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
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|
Larson Financial Group LLC
|
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Meridiem Capital Partners LP
|
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Gradient Capital Advisors, LLC
|
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BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
Godsey & Gibb Associates
|
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|
Shelton Capital Management
|
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Broadleaf Partners, LLC
|
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Coastal Bridge Advisors, LLC
|
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|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
FDx Advisors, Inc.
|
|
|
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|
Tredje AP-fonden
|
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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|
|
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|
Beaird Harris Wealth Management, LLC
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
Cwm, Llc
|
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|
IMA Wealth, Inc.
|
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|
Operose Advisors LLC
|
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|
Alteri Wealth LLC
|
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|
Gamco Investors, Inc. Et Al
|
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|
Hoxton Planning & Management, LLC
|
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|
Nvwm, Llc
|
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Perennial Investment Advisors, LLC
|
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|
Central Pacific Bank - Trust Division
|
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|
Oak Asset Management, LLC
|
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|
First Hawaiian Bank
|
|
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|
Consolidated Planning Corp
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Kessler Investment Group, LLC
|
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|
Kathmere Capital Management, LLC
|
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|
Intrust Bank Na
|
|
|
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|
Barrett & Company, Inc.
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
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|
|
Becker Capital Management Inc
|
|
|
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|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
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|
|
|
Verus Capital Partners, Llc
|
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|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
First Turn Management, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Iron Triangle Partners LP
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
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Rational Advisors Llc
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Elite Wealth Management, Inc.
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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|
Vertex Planning Partners, LLC
|
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First Heartland Consultants, Inc.
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
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Baird Financial Group, Inc.
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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Cigna Investments Inc /new
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Blair William & Co/il
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WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
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SJS Investment Consulting Inc.
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W.G. Shaheen & Associates DBA Whitney & Co
|
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Forbes J M & Co Llp
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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SILVER OAK SECURITIES, Inc
|
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Great Lakes Retirement, Inc.
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Saturna Capital CORP
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Crowley Wealth Management, Inc.
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Connective Capital Management, LLC
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Evergreen Private Wealth LLC
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Mason & Associates Inc
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Smith Anglin Financial, LLC
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Fortitude Advisory Group L.L.C.
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FT Vest Total Return Income Fund: Series B1
|
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
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STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
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Diligent Investors, LLC
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
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|
Ingalls & Snyder Llc
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Advisory Services Network, LLC
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Berbice Capital Management LLC
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M.e. Allison & Co., Inc.
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Migdal Insurance & Financial Holdings Ltd.
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Hyperion Asset Management Ltd
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NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
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Daiwa Securities Group Inc.
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Congress Wealth Management LLC / DE /
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Us Bancorp \de\
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TABR Capital Management, LLC
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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Keybank National Association/oh
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Grove Bank & Trust
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Snowden Capital Advisors LLC
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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2Xideas AG
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Sienna Gestion
|
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Sivia Capital Partners, LLC
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Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
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Bank Of Montreal /can/
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Iron Horse Wealth Management, LLC
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Rtw Investments, Lp
|
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Tobam
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Itau Unibanco Holding S.A.
|
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|
Glenmede Trust Co Na
|
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Orrstown Financial Services Inc
|
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Stableford Capital Ii Llc
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
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|
Integrated Advisors Network LLC
|
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|
111 Capital
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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Bellevue Group AG
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
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|
Weybosset Research & Management Llc
|
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|
Peloton Wealth Strategists
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
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|
Maple Capital Management, Inc.
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
Townsquare Capital Llc
|
|
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|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
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|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
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|
|
Planning Center, Inc.
|
|
|
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|
Wesbanco Bank Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
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Parallax Volatility Advisers, L.P.
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Acropolis Investment Management, LLC
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Cadinha & Co Llc
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SevenBridge Financial Group, LLC
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Prestige Wealth Management Group LLC
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Cross Staff Investments Inc
|
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Fulton Breakefield Broenniman Llc
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
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Premier Fund Managers Ltd
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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BridgePort Financial Solutions, LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Cache Advisors, LLC
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Guardian Financial Partners, LLC
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Stokes Family Office, LLC
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SOA Wealth Advisors, LLC.
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Court Place Advisors, LLC
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Deseret Mutual Benefit Administrators
|
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Integrated Wealth Concepts LLC
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Profunds - Profund Vp Nasdaq-100
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Forte Capital Llc /adv
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Aspen Capital Management, LLC
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PACIFIC SELECT FUND - Growth Portfolio Class I
|
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Commerzbank Aktiengesellschaft /fi
|
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Bayforest Capital Ltd
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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Alamar Capital Management, LLC
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
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Advisor Group Holdings, Inc.
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Elo Mutual Pension Insurance Co
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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VisionPoint Advisory Group, LLC
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AlphaCore Capital LLC
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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RHS Financial, LLC
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Pictet & Cie (Europe) SA
|
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Evermay Wealth Management Llc
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Halbert Hargrove Global Advisors, Llc
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QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
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Parallel Advisors, LLC
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Wealth Management Partners, LLC
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Vontobel Holding Ltd.
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Quest 10 Wealth Builders, Inc.
|
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QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
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Brookstone Capital Management
|
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Bank Of Stockton
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Ignite Planners, LLC
|
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Occudo Quantitative Strategies Lp
|
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Institutional Investment Strategy Fund
|
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Veritas Investment Partners (UK) Ltd.
|
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REAP Financial Group, LLC
|
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LJI Wealth Management, LLC
|
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Brandywine Managers, Llc
|
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Asset Dedication, LLC
|
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L & S Advisors Inc
|
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Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
Parkside Investments, LLC
|
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Ci Investments Inc.
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
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|
Gen-Wealth Partners Inc
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Evolutionary Tree Capital Management, LLC
|
|
|
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|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
