|
Rochester Wealth Strategies, LLC
|
|
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|
Zions Bancorporation, National Association /ut/
|
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|
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
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|
Linscomb & Williams, Inc.
|
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|
Garde Capital, Inc.
|
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Kentucky Retirement Systems
|
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|
Davis R M Inc
|
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Concord Wealth Partners
|
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JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
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|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Td Asset Management Inc
|
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|
SummitTX Capital, L.P.
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
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|
Northside Capital Management, LLC
|
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|
Atlantic Trust, LLC
|
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|
Colonial Trust Co / SC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
RW Investment Management LLC
|
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|
Generali Asset Management SPA SGR
|
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Public Sector Pension Investment Board
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
Oddo Bhf Asset Management Sas
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
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|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
Candriam Luxembourg S.C.A.
|
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|
Resurgent Financial Advisors LLC
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
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|
Ubs Asset Management Americas Inc
|
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|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
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Profunds - Profund Vp Ultrabull
|
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|
Mutual Of America Capital Management Llc
|
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|
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|
Canandaigua National Bank & Trust Co
|
|
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|
Cheviot Value Management, LLC
|
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|
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|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Jennison Associates Llc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Kraematon Investment Advisors, Inc
|
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Ar Asset Management Inc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
Horizon Investments, LLC
|
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Artisan Partners Limited Partnership
|
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Picton Mahoney Asset Management
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Ossiam
|
|
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|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
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|
Islay Capital Management, Llc
|
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|
Symmetry Peak Management Llc
|
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LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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|
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|
Nicolet Advisory Services, Llc
|
|
|
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|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
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|
Change Path, LLC
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Bridgewater Advisors Inc.
|
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|
Interval Partners, LP
|
|
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|
Salem Investment Counselors Inc
|
|
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|
Versant Capital Management, Inc
|
|
|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
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|
Czech National Bank
|
|
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|
Shikiar Asset Management Inc
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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|
|
|
Lountzis Asset Management, Llc
|
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|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
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|
Congress Park Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
|
|
Harbor Asset Planning, Inc.
|
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|
LPL Financial LLC
|
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|
Berbice Capital Management LLC
|
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Cerity Partners LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
|
Silvercrest Asset Management Group Llc
|
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|
Guidance Capital, Inc
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
|
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|
Cacti Asset Management Llc
|
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|
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|
Riverpark Capital Management Llc
|
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|
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|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
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|
Boothbay Fund Management, Llc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
|
|
|
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A
|
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|
|
|
|
TRB Advisors LP
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
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|
Itau Unibanco Holding S.A.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Vinva Investment Management Ltd
|
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|
Ramirez Asset Management, Inc.
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
|
LMR Partners LLP
|
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|
|
Wealth Management Associates, Inc.
|
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|
AdvisorNet Financial, Inc
|
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Cinctive Capital Management LP
|
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Chicago Partners Investment Group LLC
|
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
|
Jamison Private Wealth Management, Inc.
|
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
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|
Dogwood Wealth Management LLC
|
|
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|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
|
|
GAMMA Investing LLC
|
|
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|
Y.D. More Investments Ltd
|
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|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
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|
|
True Wealth Design, LLC
|
|
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|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
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|
Guardian Wealth Management, Inc.
|
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|
Northeast Investment Management
|
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|
Ostrum Asset Management
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
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|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
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|
|
Raiffeisen Bank International AG
|
|
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|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
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|
|
Grange Capital, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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ProShare Advisors LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
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|
Advisors Preferred, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
CHICAGO TRUST Co NA
|
|
|
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|
Aqr Capital Management Llc
|
|
|
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|
Holistic Planning, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
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|
|
|
|
Brown Advisory Inc
|
|
|
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|
|
Bessemer Group Inc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Axa S.a.
|
|
|
|
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|
Primark Private Equity Investments Fund
|
|
|
|
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|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
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|
Russell Investments Group, Ltd.
|
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|
Wedbush Securities Inc
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Perfromance Wealth Partners, LLC
|
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|
National Pension Service
|
|
|
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|
|
Glenview Trust Co
|
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|
Eisler Capital Management Ltd.
|
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|
CIBC World Markets Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
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|
Dilation Capital Management LP
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
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|
|
|
First Command Advisory Services, Inc.
|
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|
Fiduciary Group LLC
|
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|
Bokf, Na
|
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|
Whitebox Advisors Llc
|
|
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|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
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|
Coatue Management Llc
|
|
|
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|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Fountainhead AM, LLC
|
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|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Beacon Capital Management, LLC
|
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|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Enstar Group LTD
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Virtus Family Office LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Partners Group Private Equity (master Fund), Llc
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Caldwell Investment Management Ltd.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Bain Capital Public Equity Management Ii, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Teton Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Maestria Partners LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Crescent Park Management, L.P.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Headlands Technologies LLC
|
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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Glen Eagle Advisors, LLC
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Pring Turner Capital Group Inc
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Ameritas Investment Partners, Inc.
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V-Square Quantitative Management LLC
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Visionary Wealth Advisors
|
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Key FInancial Inc
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Opinicus Capital, Inc.
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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Graypoint LLC
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First United Bank Trust/
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Smithfield Trust Co
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Virtus Investment Advisers, Inc.
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Conning Inc.
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Redwood Financial Network Corp
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SRS Capital Advisors, Inc.
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Pinnacle Financial Partners Inc
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Stelac Advisory Services LLC
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
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Colony Group, LLC
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DiNuzzo Private Wealth, Inc.
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LRI Investments, LLC
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Massachusetts Financial Services Co /ma/
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Ensign Peak Advisors, Inc
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Toronto Dominion Bank
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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First National Bank Sioux Falls
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Penobscot Investment Management Company, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Lodestone Wealth Management LLC
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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IFM Investors Pty Ltd
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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Raymond James Financial Inc
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Bank of New York Mellon Corp
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Fortis Advisors, LLC
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PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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Hoey Investments, Inc
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PenderFund Capital Management Ltd.
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GW&K Investment Management, LLC
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Canada Pension Plan Investment Board
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Quantinno Capital Management LP
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BlackRock ETF Trust - BlackRock Large Cap Growth ETF
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GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
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BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
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Zrc Wealth Management, Llc
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Buckingham Strategic Partners
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Wellington Shields Capital Management, LLC
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Allianzgi Diversified Income & Convertible Fund
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Hudson Bay Capital Management LP
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Balyasny Asset Management Llc
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Clear Harbor Asset Management, LLC
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Cary Street Partner Investment Advisory Llc
|
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Modera Wealth Management, LLC
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Transce3nd, LLC
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Diversified Trust Co
|
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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Sava Infond d.o.o.
|
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Norinchukin Bank, The
|
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RiverPark Advisors, LLC
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Mackenzie Financial Corp
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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Quadrant Capital Group Llc
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
Boreal Capital Management LLC
|
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|
Integrated Advisors Network LLC
|
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|
D. E. Shaw & Co., Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
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|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
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|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
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|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
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|
Core Alternative Capital
|
|
|
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|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
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|
Savant Capital, LLC
|
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|
Partners Capital Investment Group, Llp
|
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|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Genesis Private Wealth, Llc
|
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|
RFG Advisory, LLC
|
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|
Amundi
|
|
|
|
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|
TAGStone Capital, Inc.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
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|
Old National Bancorp /in/
|
|
|
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
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|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
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|
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|
|
Masso Torrence Wealth Management Inc.
|
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|
WPG Advisers, LLC
|
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|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
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|
|
Peak6 Llc
|
|
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|
Group One Trading, L.p.
|
|
|
|
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|
Stifel Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
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Cypress Point Wealth Management, LLC
|
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Middleton & Co Inc/ma
|
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Stratos Wealth Partners, LTD.
|
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|
Alerus Financial Na
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|
Connable Office Inc
|
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Highline Wealth Partners Llc
|
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Diligent Investors, LLC
|
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|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
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|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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|
Centiva Capital, LP
|
|
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|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
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|
KBC Group NV
|
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|
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|
Uniting Wealth Partners, LLC
|
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|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
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|
Summit Financial, LLC
|
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Aft, Forsyth & Sober, LLC
|
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Lazard Asset Management Llc
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
Bamco Inc /ny/
|
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Staley Capital Advisers Inc
|
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Waterloo Capital, L.P.
|
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SG Americas Securities, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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M&G Plc
|
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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Alyeska Investment Group, L.P.
|
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Waterway Wealth Management, LLC
|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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Infrastructure Capital Advisors, Llc
|
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Southeast Asset Advisors Inc.
|
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Us Bancorp \de\
|
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|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
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Banco BTG Pactual S.A.
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Junto Capital Management LP
|
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Fusion Capital, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Smartleaf Asset Management LLC
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Stephens Inc /ar/
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Segment Wealth Management, LLC
|
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Bell Investment Advisors, Inc
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Wernau Asset Management Inc.
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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New York Life Investment Management Llc
|
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Howard Capital Management Inc.
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Atlas Capital Advisors Llc
|
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Williams Jones Wealth Management, LLC.
|
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Harwood Advisory Group, LLC
|
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|
Hilltop National Bank
|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
Corsair Capital Management, L.p.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Camden Capital, LLC
|
|
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|
Banco Santander, S.A.
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
GoodHaven Capital Management, LLC
|
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|
Hopwood Financial Services, Inc.
|
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|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
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|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Nbt Bank N A /ny
|
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|
West Branch Capital LLC
|
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|
Squarepoint Ops LLC
|
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|
Drive Wealth Management, Llc
|
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|
Jones Financial Companies Lllp
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Greenhaven Road Investment Management, L.P.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
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|
NFP Retirement, Inc.
|
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|
Financial Management Professionals, Inc.
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
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|
|
Deutsche Bank Ag\
|
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|
Moneta Group Investment Advisors Llc
|
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|
Banque de Luxembourg S.A.
|
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|
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|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
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|
Level Four Advisory Services, Llc
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Yelin Lapidot Holdings Management Ltd.
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|
Huntington National Bank
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
State of Alaska, Department of Revenue
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Institutional Investment Strategy Fund
|
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Point72 Asset Management, L.P.
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Dark Forest Capital Management Lp
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Tortoise Investment Management, LLC
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Advisor OS, LLC
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Intact Investment Management Inc.
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Dunhill Financial, LLC
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Insigneo Advisory Services, Llc
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Pineridge Advisors LLC
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Skaana Management L.P.
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Jaffetilchin Investment Partners, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
Harbor Capital Advisors, Inc.
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Tcw Group Inc
|
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|
UMA Financial Services, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
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Icapital Wealth Llc
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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New Hampshire Trust
|
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Beaird Harris Wealth Management, LLC
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|
Illinois Municipal Retirement Fund
|
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|
Meeder Advisory Services, Inc.
|
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Wallace Capital Management Inc.
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Osterweis Capital Management Inc
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E Fund Management Co., Ltd.
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Douglas Lane & Associates, LLC
|
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Financial Perspectives, Inc
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
Pictet Asset Management Holding SA
|
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|
AlTi Global, Inc.
|
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|
Tower Research Capital LLC (TRC)
|
|
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|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
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|
Callan Family Office, LLC
|
|
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|
Pacific Center for Financial Services
|
|
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|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
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|
Verition Fund Management LLC
|
|
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|
Berkshire Asset Management Llc/pa
|
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|
Capital Research Global Investors
|
|
|
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|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
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|
|
NewSquare Capital LLC
|
|
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|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
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|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
Bartlett & Co. Wealth Management Llc
|
|
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|
|
Texas Permanent School Fund
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
John Hancock Financial Opportunities Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Lone Pine Capital Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
Menlo Advisors Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Palestra Capital Management LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Stablepoint Partners, LLC
|
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|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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|
FreeGulliver LLC
|
|
|
|
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|
Childress Capital Advisors, Llc
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Cumberland Partners Ltd
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
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|
Enclave Advisors LLC
|
|
|
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|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
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|
Merit Financial Group, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
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|
Lindbrook Capital, Llc
|
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|
Better Money Decisions, LLC
|
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|
Crestwood Advisors Group LLC
|
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|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
Keel Point, LLC
|
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|
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|
|
Natixis
|
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|
TFR Capital, LLC.
|
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|
Calamos Strategic Total Return Fund
|
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|
Checchi Capital Advisers, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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|
Valeo Financial Advisors, LLC
|
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|
State Of Michigan Retirement System
|
|
|
|
|
|
Private Advisor Group, LLC
|
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|
Arkadios Wealth Advisors
|
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|
|
|
|
Calamos Wealth Management LLC
|
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|
Wallington Asset Management, LLC
|
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|
Covey Capital Advisors, LLC
|
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|
North Capital, Inc.
|
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|
Select Equity Group, L.P.
|
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Zuckerman Investment Group, LLC
|
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|
Handelsbanken Fonder AB
|
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|
Lantz Financial LLC
|
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BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
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|
|
|
Norden Group Llc
|
|
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|
PFG Advisors
|
|
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
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|
Qvr Llc
|
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
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|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
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|
Nilsine Partners, LLC
|
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|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Iridian Asset Management Llc/ct
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
ASR Vermogensbeheer N.V.
|
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|
NorthRock Partners, LLC
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Register Financial Advisors LLC
|
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|
Arcadia Investment Management Corp/mi
|
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StoneX Group Inc.
|
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|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
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|
Kestra Advisory Services, LLC
|
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|
Cypress Wealth Services, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
|
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|
Westover Capital Advisors, LLC
|
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|
Western Wealth Management, LLC
|
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|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
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|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
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|
Integrated Investment Consultants, LLC
|
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|
GLOBALT Investments LLC / GA
|
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|
Capital Fund Management S.a.
|
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|
Oppenheimer Asset Management Inc.
|
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|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
|
|
Strategic Blueprint, LLC
|
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|
Marks Group Wealth Management, Inc
|
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|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
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|
CI Private Wealth, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Bain Capital Public Equity, LP
|
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|
Capital International Ltd /ca/
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Bingham Private Wealth, Llc
|
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Fisher Funds Management LTD
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
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|
Diamond Hill Capital Management Inc
|
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|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
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|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
|
Modern Wealth Management, LLC
|
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|
Alps Advisors Inc
|
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|
Drake & Associates, LLC
|
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|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
Citadel Advisors Llc
|
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|
Beach Investment Counsel Inc/pa
|
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|
Mayflower Financial Advisors, LLC
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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|
Marsico Capital Management Llc
|
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|
|
|
Creative Planning
|
|
|
|
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|
Rialto Wealth Management, LLC
|
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|
|
Grove Bank & Trust
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
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|
44 Wealth Management Llc
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
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|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
LB Partners LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Engle Capital Management, L.P.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
City Of London Investment Management Co Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Hudson Way Capital Management LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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Worldquant Millennium Advisors Llc
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Catalytic Wealth RIA, LLC
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ICONIQ Capital, LLC
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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APG Asset Management N.V.
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Foundations Investment Advisors, LLC
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Markel Corp
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
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Roundview Capital LLC
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Wealthfront Advisers Llc
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Larson Financial Group LLC
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Edgemoor Investment Advisors, Inc.
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Onefund, Llc
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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Knightsbridge Asset Management, Llc
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Brevan Howard Capital Management LP
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Highland Capital Management, Llc
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Emprise Bank
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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LM Advisors LLC
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Quaker Wealth Management, LLC
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CGC Financial Services, LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Jane Street Group, Llc
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HighPoint Advisor Group LLC
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Wolff Wiese Magana Llc
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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Millennium Management Llc
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Professional Financial Advisors, LLC
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Brookstone Capital Management
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United Asset Strategies, Inc.
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Fairway Private Equity & Venture Capital Opportunities Fund
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Systematic Alpha Investments, LLC
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Geode Capital Management, Llc
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GOODX - GoodHaven Funds Trust - GoodHaven Fund
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Korea Investment CORP
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T. Rowe Price Investment Management, Inc.
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Sabal Trust CO
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Concorde Asset Management, LLC
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Prelude Capital Management, Llc
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Ieq Capital, Llc
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Commonwealth Equity Services, Llc
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RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Element Pointe Advisors, Llc
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Barnes Dennig Private Wealth Management LLC
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Pinnacle Associates Ltd
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Umb Bank N A/mo
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RDA Financial Network
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Ritholtz Wealth Management
|
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Sierra Ocean, Llc
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Gilbert & Cook, Inc.
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First Interstate Bank
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Clarius Group, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
Campbell Capital Management Inc
|
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Citigroup Inc
|
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Bank of Jackson Hole Trust
|
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United Community Bank
|
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Gridiron Partners, LLC
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
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|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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Cullen/frost Bankers, Inc.
|
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Keybank National Association/oh
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Meiji Yasuda Asset Management Co Ltd.
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Punch & Associates Investment Management, Inc.
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Jpmorgan Chase & Co
|
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Coastline Trust Co
|
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Harris Associates L P
|
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Atria Investments Llc
|
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VCULX - VALIC Co I - Growth Fund
|
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|
GPS Wealth Strategies Group, LLC
|
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Sit Investment Associates Inc
|
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Sentry Investment Management Llc
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
GFG Capital, LLC
|
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|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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|
Red Door Wealth Management, LLC
|
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|
Prospera Financial Services Inc
|
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|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
Teza Capital Management LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Trust Asset Management LLC
|
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|
Cwm, Llc
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Bridgewater Associates, LP
|
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|
Geneos Wealth Management Inc.
|
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|
Syon Capital Llc
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
|
Janney Montgomery Scott LLC
|
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
iA Global Asset Management Inc.
|
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|
Argent Trust Co
|
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|
Quest 10 Wealth Builders, Inc.
|
|
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|
Pacific Capital Partners Ltd
|
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|
|
Guyasuta Investment Advisors Inc
|
|
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|
CIBC Asset Management Inc
|
|
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|
Manchester Capital Management LLC
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
