|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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|
Bank of New York Mellon Corp
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
Concurrent Investment Advisors, LLC
|
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|
Stance Capital Llc
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
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|
Fulton Bank, N.a.
|
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|
Jump Financial, LLC
|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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EULAV Asset Management
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
|
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|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
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|
Inspire Advisors, LLC
|
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Graypoint LLC
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MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
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|
Plante Moran Financial Advisors, LLC
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Guggenheim Capital Llc
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Redmond Asset Management, LLC
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FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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|
Norges Bank
|
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|
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|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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Spears Abacus Advisors LLC
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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BancorpSouth Bank
|
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GRW - TCW ETF Trust - TCW Compounders ETF
|
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|
Advisor Group Holdings, Inc.
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|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
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|
Sterling Capital Management LLC
|
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|
Kimelman & Baird, LLC
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|
Eqis Capital Management, Inc.
|
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VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Macquarie Group Ltd
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|
Investment Management Corp of Ontario
|
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Creative Financial Designs Inc /adv
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Compass Ion Advisors, LLC
|
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Creative Planning
|
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SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF
|
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|
PFG Investments, LLC
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Fiduciary Group LLC
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|
Flossbach Von Storch Ag
|
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HighMark Wealth Management LLC
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Azimuth Capital Investment Management LLC
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LGT Fund Management Co Ltd.
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Wahed Invest LLC
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Barclays Plc
|
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Nova Wealth Management, Inc.
|
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Sandy Spring Bank
|
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Gen-Wealth Partners Inc
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Dividend Asset Capital, Llc
|
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Alta Advisers Ltd
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Northwestern Mutual Wealth Management Co
|
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|
Ci Investments Inc.
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|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
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|
Meadow Creek Wealth Advisors Llc
|
|
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|
|
Haven Capital Group, Inc.
|
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|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
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|
Td Private Client Wealth Llc
|
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|
Trifecta Capital Advisors, LLC
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Syon Capital Llc
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
J.w. Cole Advisors, Inc.
|
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Natixis Advisors, L.p.
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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|
Stephens Investment Management Group LLC
|
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|
GWM Advisors LLC
|
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Nia Impact Advisors, Llc
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
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|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
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|
United Community Bank
|
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|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
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|
Virginia Retirement Systems Et Al
|
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|
Moneta Group Investment Advisors Llc
|
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|
Security National Bank
|
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|
We Are One Seven, LLC
|
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|
Allianz Se
|
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Lansing Management LP
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
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Townsquare Capital Llc
|
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|
Callan Family Office, LLC
|
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|
|
CCLA Investment Management Ltd
|
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|
Fenimore Asset Management Inc
|
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|
Camrose Capital Investment Partners LLP
|
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|
Baker Tilly Financial, Llc
|
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|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
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|
|
Trust Asset Management LLC
|
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|
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|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Convergence Financial, LLC
|
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|
|
First Horizon Advisors, Inc.
|
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|
McLean Asset Management Corp
|
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|
Covea Finance
|
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|
Schechter Investment Advisors, LLC
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
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|
Janus Henderson Group Plc
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
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|
Great Lakes Advisors, Llc
|
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Creekmur Asset Management LLC
|
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|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
Red Door Wealth Management, LLC
|
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|
Colony Group, LLC
|
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Rhumbline Advisers
|
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Brian Low Financial Group, Llc
|
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Farmers & Merchants Trust Co of Long Beach
|
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|
Burney Co/
|
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Carderock Capital Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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|
|
|
|
Cushing Capital Partners, LLC
|
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|
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|
|
Nuveen, LLC
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
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|
Sigma Planning Corp
|
|
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
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|
|
Sunpointe, LLC
|
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|
Avenue 1 Advisors, LLC
|
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|
Farringdon Capital, Ltd.
|
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|
Stephens Consulting, LLC
|
|
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|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
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|
Ostrum Asset Management
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
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|
|
|
Global Trust Asset Management, LLC
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
AIA Group Ltd
|
|
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|
|
North Star Asset Management Inc
|
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|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Baader Bank INC
|
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|
|
AXS Investments LLC
|
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|
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|
|
Compass Capital Management, Inc
|
|
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|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
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Evergreen Capital Management Llc
|
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Keybank National Association/oh
|
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|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
Loomis Sayles & Co L P
|
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|
Rehmann Capital Advisory Group
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Oakworth Capital, Inc.
|
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Private Trust Co Na
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ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
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|
Geneos Wealth Management Inc.
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Appleton Partners Inc/ma
|
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Eventide Asset Management, Llc
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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Fifth Third Bancorp
|
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Siemens Fonds Invest GmbH
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Quadcap Wealth Management, LLC
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Legacy Investment Solutions, LLC
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Glenmede Investment Management, LP
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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Golden State Equity Partners
|
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Citadel Advisors Llc
|
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IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Chevy Chase Trust Holdings, Inc.
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Mount Yale Investment Advisors, LLC
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Argentarii, LLC
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Capital Market Strategies LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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ICONIQ Capital, LLC
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
APG Asset Management N.V.
|
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Bessemer Group Inc
|
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Banque Cantonale Vaudoise
|
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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Hemington Wealth Management
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Ancora Advisors, LLC
|
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Sirios Capital Management L P
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Simplex Trading, Llc
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Fairscale Capital, LLC
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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Strs Ohio
|
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|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
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|
Catalytic Wealth RIA, LLC
|
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Raiffeisen Bank International AG
|
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Manitou Investment Management Ltd.
|
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NorthRock Partners, LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Benchmark Investment Advisors LLC
|
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|
Bingham Private Wealth, Llc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
First Merchants Corp
|
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|
V-Square Quantitative Management LLC
|
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Tritonpoint Wealth, Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
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|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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|
Lincoln Capital LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Fiduciary Family Office, Llc
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Sands Capital Management, Llc
|
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|
Bank Of America Corp /de/
|
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|
Hutchens & Kramer Investment Management Group, LLC
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Hahn Capital Management Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Janney Montgomery Scott LLC
|
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Hartland & Co., LLC
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First National Advisers, LLC
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Pinnacle Associates Ltd
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Atlantic Edge Private Wealth Management, LLC
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Bank Of Nova Scotia
|
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IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
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Community Bank & Trust, Waco, Texas
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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Putney Financial Group LLC
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CIBC Asset Management Inc
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Handelsbanken Fonder AB
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Quantinno Capital Management LP
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Simmons Bank
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UniSuper Management Pty Ltd
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Klp Kapitalforvaltning As
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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Dnca Finance
|
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PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Ensign Peak Advisors, Inc
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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DnB Asset Management AS
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Rathbone Brothers plc
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Kensington Investment Counsel, LLC
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Hikari Tsushin, Inc.
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Ameritas Advisory Services, LLC
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Morningstar Investment Management LLC
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SILVER OAK SECURITIES, Inc
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Broadway Wealth Solutions, Inc.
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PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
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Ilmarinen Mutual Pension Insurance Co
|
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Westpac Banking Corp
|
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RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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LPL Financial LLC
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Montag A & Associates Inc
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Cullen/frost Bankers, Inc.
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Jfs Wealth Advisors, Llc
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Guardian Capital Lp
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Cresset Asset Management, LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Williams Jones Wealth Management, LLC.
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NewEdge Wealth, LLC
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Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
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Boothbay Fund Management, Llc
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Virtus ETF Advisers LLC
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Quotient Wealth Partners, LLC
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Verity Asset Management, Inc.
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Summit Financial, LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Premier Fund Managers Ltd
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Coston, McIsaac & Partners
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New Republic Capital, LLC
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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Principal Financial Group Inc
|
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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WASHINGTON TRUST Co
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Stock Yards Bank & Trust Co
|
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Second Half Financial Partners, LLC
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Trail Ridge Investment Advisors, LLC
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Utah Retirement Systems
|
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Ritholtz Wealth Management
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Empowered Funds, LLC
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Smith Shellnut Wilson Llc /adv
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Railway Pension Investments Ltd
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Breed's Hill Capital LLC
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Riverview Trust Co
|
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1620 Investment Advisors, Inc.
|
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Jpmorgan Chase & Co
|
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FSA Wealth Management LLC
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Ledyard National Bank
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Perkins Coie Trust Co
|
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Brevan Howard Capital Management LP
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|
Cascades Capital Asset Management, LLC
|
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|
Metis Global Partners, LLC
|
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|
Credit Agricole S A
|
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|
State of Tennessee, Treasury Department
|
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Assenagon Asset Management S.A.
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
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|
Allspring Global Investments Holdings, LLC
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
|
Spectrum Wealth Counsel, LLC
|
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|
Douglas Lane & Associates, LLC
|
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|
NEOS Investment Management LLC
|
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|
CoreFirst Bank & Trust
|
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|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
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|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
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|
Amalgamated Bank
|
|
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|
National Bank Of Canada /fi/
|
|
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|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
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|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
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|
Traub Capital Management LLC
|
|
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|
|
|
SPC Financial, Inc.
|
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|
Signature Resources Capital Management, LLC
|
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|
Aviso Financial Inc.
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
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|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
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|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
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|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Peninsula Asset Management Inc
|
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|
SlateStone Wealth, LLC
|
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|
Clark Capital Management Group, Inc.
|
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|
Midwest Trust Co
|
|
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Tortoise Investment Management, LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
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|
Knollwood Investment Advisory, LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
|
|
|
Ieq Capital, Llc
|
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|
|
WP Advisors, LLC
|
|
|
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|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
TFC Financial Management
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Washington Trust Bank
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
Segment Wealth Management, LLC
|
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|
Congress Asset Management Co /ma
|
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Compass Financial Services Inc
|
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Plancorp, LLC
|
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Legacy Trust
|
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|
Apollon Wealth Management, LLC
|
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O'shaughnessy Asset Management, Llc
|
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|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
Elevation Series Trust - TrueShares Active Yield ETF
|
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Durable Capital Partners LP
|
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Adage Capital Partners Gp, L.l.c.
|
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Villere St Denis J & Co Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Bare Financial Services, Inc
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
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|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
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|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
Klingenstein Fields & Co Lp
|
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|
Franklin Resources Inc
|
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Profunds - Profund Vp Bull
|
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|
Twinbeech Capital Lp
|
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|
Profund Advisors Llc
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Codex Capital Asset Management L.L.C.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
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|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
|
|
Wedmont Private Capital
|
|
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|
LGT Group Foundation
|
|
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|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
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|
|
|
Westside Investment Management, Inc.
|
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|
|
Private Wealth Asset Management, LLC
|
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|
|
Prospera Financial Services Inc
|
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|
|
Lewis Asset Management, LLC
|
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|
Anchor Investment Management, LLC
|
|
|
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|
Northwest & Ethical Investments L.P.
|
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|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Motco
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
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|
Missouri Trust & Investment Co
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Sound Income Strategies, LLC
|
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|
Financial Network Wealth Management LLC
|
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|
HighPoint Advisor Group LLC
|
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|
Jane Street Group, Llc
|
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|
WestEnd Advisors, LLC
|
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|
Birch Hill Investment Advisors LLC
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Texas Bank & Trust Co
|
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|
Clear Harbor Asset Management, LLC
|
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|
Penserra Capital Management LLC
|
|
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|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
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|
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|
Intrust Bank Na
|
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Legacy Capital Wealth Partners, LLC
|
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
|
|
|
Two Sigma Investments, Lp
|
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|
|
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QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
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|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Waterloo Capital, L.P.
|
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Alpine Bank Wealth Management
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
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|
Weiss Asset Management LP
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Gilbert & Cook, Inc.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Diversified Enterprises, LLC
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Profunds - Profund Vp Technology
|
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CIBC World Markets Inc.
|
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Achmea Investment Management B.V.
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California Public Employees Retirement System
|
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IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
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|
L2 Asset Management, LLC
|
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Whittier Trust Co
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
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|
Varma Mutual Pension Insurance Co
|
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|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
Whipplewood Advisors, LLC
|
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|
Dakota Wealth Management
|
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|
True Wealth Design, LLC
|
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|
Hikari Power Ltd
|
|
|
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|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Cromwell Holdings LLC
|
|
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|
Clarius Group, LLC
|
|
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|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
Dogwood Wealth Management LLC
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Savvy Advisors, Inc.
|
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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|
|
|
Charter Trust Co
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
R.P. Boggs & Co.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
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Flagship Wealth Advisors, Llc
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
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|
Exchange Traded Concepts, Llc
|
|
|
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Erste Asset Management GmbH
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Norinchukin Bank, The
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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Quarry LP
|
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Brogan Financial, Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
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Picton Mahoney Asset Management
|
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Foster Dykema Cabot & Partners, Llc
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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Kirtland Hills Capital Management, Llc
|
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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GSB Wealth Management, LLC
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Swedbank AB
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Provident Investment Management, Inc.
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Nbt Bank N A /ny
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Phoenix Holdings Ltd.
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Osprey Private Wealth LLC
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Prestige Wealth Management Group LLC
|
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SOUTH STATE Corp
|
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John G Ullman & Associates Inc
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Maryland State Retirement & Pension System
|
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Mml Investors Services, Llc
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Journey Strategic Wealth Llc
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Baldwin Brothers Inc/ma
|
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United Capital Financial Advisers, Llc
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Nebula Research & Development LLC
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Advisors Capital Management, LLC
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Traphagen Investment Advisors Llc
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
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MTM Investment Management, LLC
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Jacobi Capital Management LLC
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
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RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
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Assetmark, Inc
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Cambridge Advisors Inc.
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OneAscent Financial Services LLC
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Mattern Capital Management, Llc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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Kelly Lawrence W & Associates Inc/ca
|
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Russell Investments Group, Ltd.
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Kfg Wealth Management, Llc
|
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Dunhill Financial, LLC
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Banque de Luxembourg S.A.
|
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KC Investment Advisors, LLC
|
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Boit C F David
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
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|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
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|
Hughes Financial Services, LLC
|
|
|
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Penobscot Investment Management Company, Inc.
|
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Mv Capital Management, Inc.
|
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Renasant Bank
|
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Salomon & Ludwin, LLC
|
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Sittner & Nelson, Llc
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Icon Wealth Advisors, LLC
|
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|
Texas Permanent School Fund
|
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Concentric Capital Strategies, LP
|
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BLI - Banque de Luxembourg Investments
|
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|
Mjp Associates Inc /adv
|
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|
Zrc Wealth Management, Llc
|
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|
Twin Capital Management Inc
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Ninety One North America, Inc.
|
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|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
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|
Ascent Wealth Partners, LLC
|
|
|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
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|
Toth Financial Advisory Corp
|
|
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|
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|
Equitable Trust Co
|
|
|
|
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|
Transamerica Financial Advisors, Inc.
|
|
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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Fwl Investment Management, Llc
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
Aqr Capital Management Llc
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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|
Sequent Asset Management, LLC
|
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|
Fayez Sarofim & Co
|
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Orion Portfolio Solutions, LLC
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Tocqueville Asset Management L.p.
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St. James Investment Company, LLC
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Union Bancaire Privee, UBP SA
|
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WPG Advisers, LLC
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SCS Capital Management LLC
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|
FORA Capital, LLC
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Aptus Capital Advisors, LLC
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AlphaCore Capital LLC
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|
Stratos Wealth Partners, LTD.
|
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|
OneAscent Wealth Management LLC
|
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|
Nicolet Bankshares Inc
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
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|
OMERS ADMINISTRATION Corp
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MGB Wealth Management, LLC
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Ameriflex Group, Inc.
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BNP Paribas Asset Management Holding S.A.
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Hartford Funds Management Co LLC
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KBC Group NV
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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E Fund Management (Hong Kong) Co., Ltd.
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Nomura Holdings Inc
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Invesco Ltd.
|
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Wealthspire Advisors, LLC
|
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|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
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SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
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Fulcrum Asset Management LLP
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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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|
Verdence Capital Advisors LLC
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Dorsey & Whitney Trust CO LLC
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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Us Bancorp \de\
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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Guggenheim Strategic Opportunities Fund
|
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Mariner, LLC
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Smithfield Trust Co
|
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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|
Stone Run Capital, Llc
|
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Advisory Alpha, LLC
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Gerber, Llc
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Ing Groep Nv
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
Qsemble Capital Management, LP
|
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Johnson Financial Group, Inc.
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Bokf, Na
|
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Sendero Wealth Management, LLC
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Squarepoint Ops LLC
|
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Schroder Investment Management Group
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Martingale Asset Management L P
|
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|
Coppell Advisory Solutions LLC
|
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|
Cedar Wealth Management, LLC
|
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Longboard Asset Management, LP
|
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Waratah Capital Advisors Ltd.
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Transce3nd, LLC
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Canopy Partners, LLC
|
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|
Vident Advisory, LLC
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
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|
|
Berbice Capital Management LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Synovus Financial Corp
|
|
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|
|
Duncker Streett & Co Inc
|
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|
|
WealthPlan Investment Management, LLC
|
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|
Port Capital LLC
|
|
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|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
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TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Centaurus Financial, Inc.
|
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GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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Hazlett, Burt & Watson, Inc.
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
Sachetta, LLC
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Park Square Financial Group, LLC
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Howard Capital Management Inc.
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Salem Investment Counselors Inc
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PKO Investment Management Joint-Stock Co
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Moors & Cabot, Inc.
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Allianz Asset Management GmbH
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IAG Wealth Partners, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Ethic Inc.
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Apriem Advisors
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Legacy Financial Strategies, LLC
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Farther Finance Advisors, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Essex Financial Services, Inc.
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South Plains Financial, Inc.
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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Pictet Asset Management Holding SA
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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Public Sector Pension Investment Board
|
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Gts Securities Llc
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
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Capital Management Associates /ny/
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Portland Global Advisors LLC
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Corient IA LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Johnson Investment Counsel Inc
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SFE Investment Counsel
|
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
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Proficio Capital Partners LLC
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Anderson Hoagland & Co
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Czech National Bank
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
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Horizon Financial Services, Llc
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Midwestern Financial, LLC /IA
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PGGM Investments
|
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Buckhead Capital Management Llc
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FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
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MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Advisor OS, LLC
|
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Principal Securities, Inc.
|
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Patton Fund Management, Inc.
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Abn Amro Investment Solutions
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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Natixis
|
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Mercer Global Advisors Inc /adv
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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Brave Asset Management Inc
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Yousif Capital Management, Llc
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Applied Finance Capital Management, LLC
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
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|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
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|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
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|
|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
WealthTrak Capital Management LLC
|
|
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|
|
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
|
|
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|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
