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Tufton Capital Management
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
TD Capital Management LLC
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Tekla Healthcare Opportunities Fund
|
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|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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|
Buckingham Strategic Partners
|
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|
Angeles Wealth Management, Llc
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
TD Waterhouse Canada Inc.
|
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|
Avestar Capital, LLC
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
Prudential Financial Inc
|
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Quintet Private Bank (Europe) S.A.
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
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|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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Altfest L J & Co Inc
|
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Formidable Asset Management, LLC
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ProShare Advisors LLC
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Koesten, Hirschmann & Crabtree, INC.
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Hall Capital Management Co Inc
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Premier Path Wealth Partners, LLC
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Ieq Capital, Llc
|
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Robbins Farley Llc
|
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Apollon Wealth Management, LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
First Manhattan Co
|
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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Old National Bancorp /in/
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M&t Bank Corp
|
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MQS Management LLC
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
MTM Investment Management, LLC
|
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North Star Investment Management Corp.
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Boston Private Wealth Llc
|
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Washington Trust Advisors, Inc.
|
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Fulton Bank, N.a.
|
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Rise Advisors, LLC
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Journey Strategic Wealth Llc
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Rock Springs Capital Management LP
|
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Fairbanks Capital Management, Inc.
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Park Square Financial Group, LLC
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
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|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
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Wealthstar Advisors, Llc
|
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Manufacturers Life Insurance Company, The
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
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|
HighTower Advisors, LLC
|
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G&S Capital LLC
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|
RMG Wealth Management LLC
|
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Hsbc Holdings Plc
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Group One Trading, L.p.
|
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|
Redhawk Wealth Advisors, Inc.
|
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First Commonwealth Financial Corp /pa/
|
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Sumitomo Mitsui Financial Group, Inc.
|
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NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
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|
Tudor Investment Corp Et Al
|
|
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|
Jefferies Financial Group Inc.
|
|
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|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
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|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
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|
|
Aviso Wealth Management
|
|
|
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|
Bellevue Group AG
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
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|
McIlrath & Eck, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
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|
|
|
Toroso Investments, LLC
|
|
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|
Allianz Se
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
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|
|
|
UniSuper Management Pty Ltd
|
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|
|
Clarendon Private LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Advisors Asset Management, Inc.
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Dai-Ichi Life Insurance Company, Ltd
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Monument Capital Management
|
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Portfolio Design Labs, LLC
|
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Candriam Luxembourg S.C.A.
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Vigilare Wealth Management
|
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Cornerstone Strategic Value Fund Inc
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Savant Capital, LLC
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Tlwm
|
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LRI Investments, LLC
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Northern Oak Wealth Management Inc
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Merit Financial Group, LLC
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
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|
Mjp Associates Inc /adv
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Brevan Howard Capital Management LP
|
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Valeo Financial Advisors, LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Western Wealth Management, LLC
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GW&K Investment Management, LLC
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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AAFMAA Wealth Management & Trust LLC
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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DnB Asset Management AS
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Pinnacle Wealth Management Advisory Group, LLC
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Principia Wealth Advisory, LLC
|
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Brookstone Capital Management
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Pembroke Management, LTD
|
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Quarry LP
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Strategic Investment Advisors / MI
|
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CHICAGO TRUST Co NA
|
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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Nbw Capital Llc
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
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Zurich Insurance Group Ltd/FI
|
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Guidance Capital, Inc
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
First Horizon Advisors, Inc.
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Navellier & Associates Inc
|
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Groupe la Francaise
|
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OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
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Erste Asset Management GmbH
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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Fiduciary Trust Co
|
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Clarkston Capital Partners, LLC
|
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Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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Kmg Fiduciary Partners, Llc
|
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Eaton Vance Tax Advantaged Dividend Income Fund
|
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TFC Financial Management
|
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AdvisorNet Financial, Inc
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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Stance Capital Llc
|
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Azimuth Capital Investment Management LLC
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Daiwa Securities Group Inc.
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Bank Of America Corp /de/
|
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Commerzbank Aktiengesellschaft /fi
|
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Ninety One UK Ltd
|
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LM Advisors LLC
|
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|
Kingsman Wealth Management, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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Profunds - Profund Vp Health Care
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
Mizuho Securities Usa Llc
|
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|
Supplemental Annuity Collective Trust of NJ
|
|
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|
Gladstone Institutional Advisory LLC
|
|
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|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Manatuck Hill Partners, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
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|
Arizona State Retirement System
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
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|
Park Avenue Securities Llc
|
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|
Charles Schwab Investment Management Inc
|
|
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|
|
IFP Advisors, Inc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
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Lindbrook Capital, Llc
|
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Childress Capital Advisors, Llc
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Jones Financial Companies Lllp
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
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|
Westpac Banking Corp
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
Adviser Investments LLC
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
Global Trust Asset Management, LLC
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Armor Investment Advisors, LLC
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Ogorek Anthony Joseph /ny/ /adv
|
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Envestnet Portfolio Solutions, Inc.
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3Chopt Investment Partners, LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Dunhill Financial, LLC
|
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Equitable Holdings, Inc.
|
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New York State Teachers Retirement System
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
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|
Sound View Wealth Advisors Group, LLC
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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Exencial Wealth Advisors, Llc
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
J.Safra Asset Management Corp
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
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|
Comerica Bank
|
|
|
|
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|
Longboard Asset Management, LP
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
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|
American Century Companies Inc
|
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|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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|
Fairfield Financial Advisors, LTD
|
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Robeco Schweiz AG
|
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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GAM Holding AG
|
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Sierra Ocean, Llc
|
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Tobam
|
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CIBC World Markets Inc.
|
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Cornerstone Wealth Management, LLC
|
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|
UMA Financial Services, Inc.
|
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Hartland & Co., LLC
|
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PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
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AlTi Global, Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Bourgeon Capital Management Llc
|
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Gabelli Dividend & Income Trust
|
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EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
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|
Geode Capital Management, Llc
|
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|
Egerton Capital (UK) LLP
|
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|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
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|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
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|
|
WASHINGTON TRUST Co
|
|
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|
Credit Industriel Et Commercial
|
|
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GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
|
Modus Advisors, LLC
|
|
|
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|
|
IFC Advisors LLC
|
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|
|
Mml Investors Services, Llc
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Miura Global Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Redmile Group, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
CIBC Private Wealth Group, LLC
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Sava Infond d.o.o.
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Personal Cfo Solutions, Llc
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Change Path, LLC
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TruNorth Capital Management, LLC
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American Capital Advisory, LLC
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
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|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
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CIBC Asset Management Inc
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Massachusetts Financial Services Co /ma/
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Aprio Wealth Management, LLC
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Daymark Wealth Partners, Llc
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Norden Group Llc
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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Alta Advisers Ltd
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Neville Rodie & Shaw Inc
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PFS Partners, LLC
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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Treasurer of the State of North Carolina
|
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Harel Insurance Investments & Financial Services Ltd.
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J. Safra Sarasin Holding AG
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Cetera Trust Company, N.A
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Birmingham Capital Management Co Inc/al
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Mn Services Vermogensbeheer B.V.
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Summit Global Investments
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Evermay Wealth Management Llc
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Dynamic Advisor Solutions LLC
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JGP Global Gestao de Recursos Ltda.
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BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
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Goelzer Investment Management, Inc.
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Gabelli Equity Trust Inc
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Wakefield Asset Management LLLP
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Impax Asset Management Group plc
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Cypress Asset Management Inc/tx
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HealthInvest Partners AB
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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Brinker Capital Investments, LLC
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Arcadia Investment Management Corp/mi
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Badgley Phelps Wealth Managers, LLC
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Iron Horse Wealth Management, LLC
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Truvestments Capital Llc
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HHM Wealth Advisors, LLC
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First Affirmative Financial Network
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Siemens Fonds Invest GmbH
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NWK Group, Inc.
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Trust Co
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Alps Advisors Inc
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Beacon Capital Management, LLC
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PineBridge Investments, L.P.
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Capital Group Investment Management Pte. Ltd.
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Mirova
|
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Lavaca Capital Llc
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Wbh Advisory Inc
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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Marks Group Wealth Management, Inc
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Bnp Paribas
|
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FACT Capital, LP
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
GDS Wealth Management
|
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Zhang Financial LLC
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Binnacle Investments Inc
|
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|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Robeco Institutional Asset Management B.V.
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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|
Harbour Investments, Inc.
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
|
K.J. Harrison & Partners Inc
|
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|
Wood Tarver Financial Group, LLC
|
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|
Primecap Management Co/ca/
|
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|
Heritage Investors Management Corp
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
CPA Asset Management LLC
|
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|
Qsemble Capital Management, LP
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Nomura Asset Management Co Ltd
|
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|
Buckley Wealth Management, LLC
|
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|
|
Van Eck Associates Corp
|
|
|
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|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
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|
|
Syon Capital Llc
|
|
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|
Blackrock Health Sciences Trust
|
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|
Trust Point Inc.
|
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|
Symphony Financial, Ltd. Co.
|
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|
Sierra Summit Advisors Llc
|
|
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|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
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|
Evergreen Capital Management Llc
|
|
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|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
Science & Technology Partners, L.P.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Gold Investment Management Ltd.
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Mattson Financial Services, LLC
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AlphaCore Capital LLC
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Talisman Wealth Advisors LLC
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Toronto Dominion Bank
|
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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|
Flagship Harbor Advisors, Llc
|
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Metis Global Partners, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Cigna Investments Inc /new
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|
Teacher Retirement System Of Texas
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
Tekla Healthcare Investors
|
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|
Ransom Advisory, Ltd
|
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|
Elyxium Wealth, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Oak Harbor Wealth Partners, Llc
|
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Citigroup Inc
|
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FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
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|
Western Financial Corp/CA
|
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Rehmann Capital Advisory Group
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
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|
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Kovitz Investment Group Partners, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Two Sigma Investments, Lp
|
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|
State Of Michigan Retirement System
|
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Stephens Consulting, LLC
|
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Silvant Capital Management LLC
|
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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Intrust Bank Na
|
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LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
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Mercer Global Advisors Inc /adv
|
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Plancorp, LLC
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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Rothschild Investment Llc
|
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IPG Investment Advisors LLC
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Lowe Brockenbrough & Co Inc
|
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Stevens Capital Management Lp
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Sheaff Brock Investment Advisors, LLC
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Janus Henderson Group Plc
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Marion Wealth Management
|
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Silvercrest Asset Management Group Llc
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
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Aspen Investment Management Inc
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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APG Asset Management US Inc.
|
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Ulland Investment Advisors, LLC
|
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Swedbank AB
|
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CENTRAL TRUST Co
|
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EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
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ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
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|
State of Alaska, Department of Revenue
|
|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
|
Skopos Labs, Inc.
|
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Brown Advisory Inc
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Red Wave Investments LLC
|
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|
Yousif Capital Management, Llc
|
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Bessemer Group Inc
|
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L1 Capital Pty Ltd
|
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|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Bank of Marin
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
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|
|
|
Td Asset Management Inc
|
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|
|
Point72 Hong Kong Ltd
|
|
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|
|
Accurate Wealth Management, LLC
|
|
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|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
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|
|
Abel Hall, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
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|
Vestcor Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
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|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Artia Global Partners LP
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
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Pinnacle Wealth Planning Services, Inc.
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WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
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East Coast Asset Management, LLC.
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
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Sage Mountain Advisors LLC
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McElhenny Sheffield Capital Management, LLC
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
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Cherry Tree Wealth Management, LLC
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Waterloo Capital, L.P.
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Orrstown Financial Services Inc
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Calamos Advisors LLC
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
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Colonial Trust Co / SC
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Texas Permanent School Fund
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Profunds - Profund Vp Bull
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Aberdeen Wealth Management LLC
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Fort Point Capital Partners LLC
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Barclays Plc
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Nicholas Company, Inc.
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Winch Advisory Services, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Checchi Capital Advisers, LLC
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Russell Investments Group, Ltd.
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Francis Financial, Inc.
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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Advocate Group Llc
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
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SGL Investment Advisors, Inc.
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
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Woodline Partners LP
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IMG Wealth Management, Inc.
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Private Trust Co Na
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CHB Investment Group, LLC
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Inspirion Wealth Advisors, Llc
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American National Bank
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Investment Management Corp /va/ /adv
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Renaissance Technologies Llc
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Cim Investment Mangement Inc
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Bdf-gestion
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Mediolanum International Funds Ltd
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
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Simplify Asset Management Inc.
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Gitterman Wealth Management, LLC
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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BostonPremier Wealth LLC
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Illinois Municipal Retirement Fund
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
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Capital International Ltd /ca/
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IHT Wealth Management, LLC
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Tortoise Investment Management, LLC
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PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Capital World Investors
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Main Street Financial Solutions, LLC
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BlackRock, Inc.
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Wahed Invest LLC
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Grassi Investment Management
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
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Semmax Financial Advisors Inc.
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Anchor Investment Management, LLC
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E. Ohman J:or Asset Management AB
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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Nomura Holdings Inc
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Great West Life Assurance Co /can/
|
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1620 Investment Advisors, Inc.
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Advisory Services Network, LLC
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Plato Investment Management Ltd
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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Walleye Capital LLC
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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Richard Bernstein Advisors LLC
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Security National Bank
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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Armstrong Advisory Group, Inc
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TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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Creative Financial Designs Inc /adv
|
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Cubist Systematic Strategies, LLC
|
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WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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First National Trust Co
|
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|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
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Patriot Financial Group Insurance Agency, LLC
|
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|
Venturi Wealth Management, LLC
|
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Brookwood Investment Group LLC
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
Values First Advisors, Inc.
|
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|
Pictet & Cie (Europe) SA
|
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|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
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|
Schmidt P J Investment Management Inc
|
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|
MetLife Investment Management, LLC
|
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|
Pandora Wealth, Inc.
|
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|
Cwm, Llc
|
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|
Choate Investment Advisors
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
Nordea Investment Management Ab
|
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|
|
Raleigh Capital Management Inc.
|
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|
New Republic Capital, LLC
|
|
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|
Tacita Capital Inc
|
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
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|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
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|
Whittier Trust Co
|
|
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
Private Advisor Group, LLC
|
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|
Factory Mutual Insurance Co
|
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|
Arete Wealth Advisors, LLC
|
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|
Brasada Capital Management, Lp
|
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|
Oregon Public Employees Retirement Fund
|
|
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|
Atomi Financial Group, Inc.
|
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|
Coastal Bridge Advisors, LLC
|
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|
Benjamin Edwards Inc
|
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|
Neuberger Berman Group LLC
|
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Strs Ohio
|
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|
E Fund Management Co., Ltd.
|
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|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
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|
Rhumbline Advisers
|
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Kcm Investment Advisors Llc
|
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MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
West Bancorporation Inc
|
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|
Golden State Equity Partners
|
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Hollencrest Capital Management
|
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Auxano Advisors, LLC
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Raiffeisen Bank International AG
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Outfitter Financial LLC
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Hazlett, Burt & Watson, Inc.
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Stephens Inc /ar/
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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Louisiana State Employees Retirement System
|
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Essex Financial Services, Inc.
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CNB Bank
|
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Evolution Wealth Management Inc.
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Genesis Private Wealth, Llc
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
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|
|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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Ensign Peak Advisors, Inc
|
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HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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WestEnd Advisors, LLC
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
Revolve Wealth Partners, LLC
|
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|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
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|
Peak Financial Management, Inc.
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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Coyle Financial Counsel LLC
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Cavalier Investments, LLC
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McAdam, LLC
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
Bfsg, Llc
|
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Stratos Wealth Advisors, LLC
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Ring Mountain Capital, LLC
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Nissay Asset Management Corp /japan/ /adv
|
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Saturna Capital CORP
|
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Nova Wealth Management, Inc.
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Ci Investments Inc.
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Banque Transatlantique SA
|
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Nearwater Capital Markets, Ltd
|
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Private Capital Advisors, Inc.
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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S-Bank Fund Management Ltd
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Seldon Capital Lp
|
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Fort Sheridan Advisors Llc
|
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Prosperity Consulting Group, LLC
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
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|
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|
Banque de Luxembourg S.A.
|
|
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|
|
Nuveen Multi-Asset Income Fund
|
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
|
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|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Nbc Securities, Inc.
|
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|
|
GWM Advisors LLC
|
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|
Tidemark, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Simplex Trading, Llc
|
|
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|
|
Capital Management Associates, Inc
|
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|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
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|
GM Advisory Group, Inc.
|
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Standard Life Aberdeen plc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
AMF Pensionsforsakring AB
|
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|
Squarepoint Ops LLC
|
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|
Magnetar Financial LLC
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
|
|
Salem Investment Counselors Inc
|
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|
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|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
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|
Warm Springs Advisors Inc.
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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|
Delta Investment Management, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
Adell Harriman & Carpenter Inc
|
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|
United Community Bank
|
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|
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|
Northeast Financial Consultants Inc
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
Laurel Wealth Advisors LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Sound Income Strategies, LLC
|
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|
Truist Financial Corp
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Aqr Capital Management Llc
|
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|
First Command Advisory Services, Inc.
|
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West Oak Capital, LLC
|
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GFG Capital, LLC
|
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|
TCG Advisory Services, LLC
|
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|
Pittenger & Anderson Inc
|
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Palisade Asset Management, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Focus Financial Network, Inc.
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
PFG Investments, LLC
|
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|
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|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
Callan Capital, LLC
|
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|
Dsm Capital Partners Llc
|
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Eastern Bank
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
Novem Group
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Meridiem Capital Partners LP
|
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FineMark National Bank & Trust
|
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Murphy & Mullick Capital Management Corp
|
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Kohmann Bosshard Financial Services, LLC
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
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|
Millennium Management Llc
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
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|
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|
Banque Pictet & Cie Sa
|
|
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
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|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
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|
Avantax Advisory Services, Inc.
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
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|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Shelton Capital Management
|
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|
|
USS Investment Management Ltd
|
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|
Warren Averett Asset Management, LLC
|
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|
Federated Hermes, Inc.
|
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Aigen Investment Management, Lp
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
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|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
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|
Monetary Management Group Inc
|
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|
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|
|
FIL Ltd
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
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|
|
Bank of New Hampshire
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
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|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
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|
|
BCS Wealth Management
|
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|
|
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|
Farallon Capital Management Llc
|
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|
BSW Wealth Partners
|
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Oppenheimer & Co Inc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
|
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|
Dana Investment Advisors, Inc.
|
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
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|
Essex Savings Bank
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
|
|
|
Caption Management, LLC
|
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|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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|
|
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|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
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|
Montag A & Associates Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
Edmond De Rothschild Holding S.a.
|
|
|
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|
Forte Capital Llc /adv
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
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|
Accel Wealth Management
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
|
OMERS ADMINISTRATION Corp
|
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|
Westmount Partners, LLC
|
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Archetype Wealth Partners
|
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|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
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|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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Grove Bank & Trust
|
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|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Lecap Asset Management Ltd
|
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|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
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|
Shell Asset Management Co
|
|
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Capital A Wealth Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Avidity Partners Management LP
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
First Turn Management, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
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|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
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|
Atalanta Sosnoff Capital, Llc
|
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Capital Fund Management S.a.
|
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|
Westover Capital Advisors, LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Hoxton Planning & Management, LLC
|
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|
Madison Asset Management, LLC
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Consilio Wealth Advisors, Llc
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
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|
Convergence Financial, LLC
|
|
|
|
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|
Whipplewood Advisors, LLC
|
|
|
|
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|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
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|
Silverlake Wealth Management Llc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
National Bank Of Canada /fi/
|
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|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
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|
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|
High Note Wealth, LLC
|
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|
Acadian Asset Management Llc
|
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|
Kornitzer Capital Management Inc /ks
|
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BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
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|
Luminist Capital LLC
|
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|
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|
Mission Wealth Management, Lp
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Wealthspire Advisors, LLC
|
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|
Koshinski Asset Management, Inc.
|
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|
Integrated Advisors Network LLC
|
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|
Wells Fargo & Company/mn
|
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Quantinno Capital Management LP
|
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|
Cresset Asset Management, LLC
|
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|
Ascent Wealth Partners, LLC
|
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|
Courier Capital Llc
|
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|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
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|
Nwam Llc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
Mackenzie Financial Corp
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
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|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
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|
|
Navalign, LLC
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|
Johnson Financial Group, Inc.
|
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Machina Capital S.a.s.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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CenterBook Partners LP
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
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|
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|
Teramo Advisors, LLC
|
|
|
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|
Hughes Financial Services, LLC
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
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|
Jacobi Capital Management LLC
|
|
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
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|
Guggenheim Capital Llc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
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|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Cadence Wealth Management LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
SurgoCap Partners LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Perceptive Advisors Llc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
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|
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|
Penobscot Investment Management Company, Inc.
|
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|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
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|
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|
Jpmorgan Chase & Co
|
|
|
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|
Advisory Alpha, LLC
|
|
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|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
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|
S&t Bank/pa
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
Boston Family Office Llc
|
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|
IAG Wealth Partners, LLC
|
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|
Stonebridge Financial Planning Group, LLC
|
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|
Parkside Financial Bank & Trust
|
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May Hill Capital, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
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|
Cornerstone Planning Group LLC
|
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|
Nicolet Advisory Services, Llc
|
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|
VestGen Advisors, LLC
|
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|
Park Place Capital Corp
|
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
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|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
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|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
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|
Entropy Technologies, LP
|
|
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|
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|
Pnc Financial Services Group, Inc.
|
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|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
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|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
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|
Scientech Research LLC
|
|
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|
Heritage Trust Co
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
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|
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|
Sequoia Financial Advisors, LLC
|
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|
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|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
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|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
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|
MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
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|
ORG Partners LLC
|
|
|
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|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Aspect Partners, LLC
|
|
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|
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|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
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|
|
Associated Banc-corp
|
|
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|
Oakworth Capital, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
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|
Central Bank & Trust Co
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
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|
Aviso Financial Inc.
|
|
|
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|
Caisse Des Depots Et Consignations
|
|
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|
Baldwin Investment Management, LLC
|
|
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|
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|
Nations Financial Group Inc, /ia/ /adv
|
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|
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|
Fred Alger Management, Llc
|
|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Vestor Capital, Llc
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
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Morris Retirement Advisors, LLC
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
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Wolverine Trading, Llc
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SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
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PFW Advisors LLC
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Promus Capital, LLC
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Talbot Financial, LLC
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TriaGen Wealth Management LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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NEOS Investment Management LLC
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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National Asset Management, Inc.
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Campbell & CO Investment Adviser LLC
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TKG Advisors, LLC
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Boomfish Wealth Group, LLC
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Yarbrough Capital, LLC
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
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Bourne Lent Asset Management Inc
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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Segall Bryant & Hamill, Llc
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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44 Wealth Management Llc
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Quest Investment Management Llc
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State of New Jersey Common Pension Fund D
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Price T Rowe Associates Inc /md/
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
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Meeder Asset Management Inc
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DT Investment Partners, LLC
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Advisors Capital Management, LLC
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WealthTrak Capital Management LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Clarius Group, LLC
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RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Global Wealth Strategies & Associates
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Richard W. Paul & Associates, LLC
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CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Aua Capital Management, Llc
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
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PharVision Advisers, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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Everence Capital Management Inc
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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VGLSX - VALIC Co I - Global Strategy Fund
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Sterling Financial Group, Inc.
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Bruce G. Allen Investments, LLC
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Trifecta Capital Advisors, LLC
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Mairs & Power Inc
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Point72 (DIFC) Ltd
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
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Sanibel Captiva Trust Company, Inc.
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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MJT & Associates Financial Advisory Group, Inc.
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Rakuten Investment Management, Inc.
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FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
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World Equity Group, Inc.
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Thoroughbred Financial Services, Llc
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Millstone Evans Group, LLC
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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Fisher Funds Management LTD
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Pinnacle Associates Ltd
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West Branch Capital LLC
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Morgan Stanley
|
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Martingale Asset Management L P
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Kera Capital Partners, Inc.
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
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SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
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|
BankPlus Trust Department
|
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Mariner, LLC
|
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|
Verdence Capital Advisors LLC
|
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|
BCS Private Wealth Management, Inc.
|
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D'Orazio & Associates, Inc.
|
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Atria Investments Llc
|
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|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
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|
Loomis Sayles & Co L P
|
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|
Balboa Wealth Partners
|
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|
Peapack Gladstone Financial Corp
|
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|
Moneta Group Investment Advisors Llc
|
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Hartford Investment Management Co
|
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|
Louisbourg Investments Inc.
|
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CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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|
Signaturefd, Llc
|
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|
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|
|
Pineridge Advisors LLC
|
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|
RiverPark Advisors, LLC
|
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|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
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|
|
Catalio Capital Management, LP
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
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|
|
Valtinson Bruner Financial Planning LLC
|
|
|
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|
|
BTC Capital Management, Inc.
|
|
|
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|
|
Pictet Asset Management Holding SA
|
|
|
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|
|
Ritholtz Wealth Management
|
|
|
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|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
NS Partners Ltd
|
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|
|
Avalon Trust Co
|
|
|
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|
|
JDM Financial Group LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
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|
|
Retirement Systems of Alabama
|
|
|
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|
|
AE Wealth Management LLC
|
|
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|
|
First American Trust, Fsb
|
|
|
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|
|
O'shaughnessy Asset Management, Llc
|
|
|
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|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
