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Kercheville Advisors, LLC
|
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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Jackson Creek Investment Advisors LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Smithbridge Asset Management Inc/de
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Kovack Advisors, Inc.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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Hanlon Investment Management, Inc.
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Private Trust Co Na
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AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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First Command Advisory Services, Inc.
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Princeton Global Asset Management LLC
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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IAG Wealth Partners, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
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First Financial Bank - Trust Division
|
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Integrated Advisors Network LLC
|
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Signature Estate & Investment Advisors Llc
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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Capital Group Investment Management Pte. Ltd.
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China Universal Asset Management Co., Ltd.
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Morgan Stanley
|
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Foster Dykema Cabot & Partners, Llc
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EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
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Diversified Enterprises, LLC
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FSC Wealth Advisors, LLC
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Allworth Financial LP
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WS Portfolio Advisory, LLC
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Interchange Capital Partners, LLC
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LVW Advisors, LLC
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Capital Advisors Inc/ok
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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Blue Bell Private Wealth Management, Llc
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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IHT Wealth Management, LLC
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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Financial Gravity Companies, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
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Fifth Third Wealth Advisors LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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KBC Group NV
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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American Financial Advisors, LLC
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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Central Pacific Bank - Trust Division
|
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Kiker Wealth Management, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Patten & Patten Inc/tn
|
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Ritter Daniher Financial Advisory LLC / DE
|
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Independent Advisor Alliance
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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MONTX - MONETTA TRUST - Monetta Fund
|
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Intech Investment Management Llc
|
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1248 Management, LLC
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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JT Stratford LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
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|
Tidemark, LLC
|
|
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|
Latitude Advisors, LLC
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Legacy Financial Advisors, Inc.
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Quaker Wealth Management, LLC
|
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POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
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|
Czech National Bank
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
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|
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|
Essex Financial Services, Inc.
|
|
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|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
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|
|
|
Schroder Investment Management Group
|
|
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|
Dearborn Partners Llc
|
|
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|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Lunt Capital Management, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
First National Bank Of Omaha
|
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|
Conning Inc.
|
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|
City State Bank
|
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|
Clough Capital Partners L P
|
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|
U S Global Investors Inc
|
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|
Dana Investment Advisors, Inc.
|
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|
Pitcairn Co
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Graney & King, LLC
|
|
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|
Little House Capital Llc
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Raiffeisen Bank International AG
|
|
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|
Geneos Wealth Management Inc.
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
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|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
Plato Investment Management Ltd
|
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|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
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|
Trust Co Of Vermont
|
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|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
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|
Total Investment Management Inc
|
|
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|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
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|
Prime Capital Investment Advisors, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
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|
|
Orion Portfolio Solutions, LLC
|
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|
Gordian Capital Singapore Pte Ltd
|
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|
L2 Asset Management, LLC
|
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|
Balyasny Asset Management Llc
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
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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
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
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|
|
Simplex Trading, Llc
|
|
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|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
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|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
RENN Fund, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
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|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Legacy Capital Wealth Management, Llc
|
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|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
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|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
Mizuho Securities Usa Llc
|
|
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|
Alberta Investment Management Corp
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
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|
Quotient Wealth Partners, LLC
|
|
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|
Anchor Investment Management, LLC
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
Van Hulzen Asset Management, LLC
|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
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|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
|
|
|
Murphy & Mullick Capital Management Corp
|
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|
Clearbridge Investments, LLC
|
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|
|
Neuberger Berman Group LLC
|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
Good Life Advisors, LLC
|
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|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Summit Financial, LLC
|
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|
Traub Capital Management LLC
|
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|
Price T Rowe Associates Inc /md/
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
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|
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|
Ted Buchan & Co
|
|
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|
|
Voleon Capital Management Lp
|
|
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|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
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|
|
Catalyst Capital Advisors LLC
|
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|
|
Evergreen Capital Management Llc
|
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|
Liberty Wealth Management Llc
|
|
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|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
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|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
Hancock Whitney Corp
|
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Sigma Planning Corp
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Bank of New York Mellon Corp
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
Perigon Wealth Management, LLC
|
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|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
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|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Mediolanum International Funds Ltd
|
|
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|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
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|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
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|
Shelton Capital Management
|
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|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
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|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
McIlrath & Eck, LLC
|
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|
Oak Ridge Investments Llc
|
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Stone Point Wealth LLC
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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|
Montag A & Associates Inc
|
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Summit Trail Advisors, Llc
|
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Carret Asset Management, Llc
|
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|
AMF Pensionsforsakring AB
|
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|
Swiss National Bank
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Barclays Plc
|
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|
Ethic Inc.
|
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Boston Private Wealth Llc
|
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Sovran Advisors, LLC
|
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New York State Common Retirement Fund
|
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Cary Street Partners Financial Llc
|
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HighTower Advisors, LLC
|
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Sierra Ocean, Llc
|
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Douglas Lane & Associates, LLC
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
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|
Wealthcare Advisory Partners LLC
|
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|
Heritage Wealth Advisors
|
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Hudock, Inc.
|
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California Public Employees Retirement System
|
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XML Financial, LLC
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Moneta Group Investment Advisors Llc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Glen Eagle Advisors, LLC
|
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|
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Herzfeld Caribbean Basin Fund Inc
|
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|
Essex Savings Bank
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Private Advisor Group, LLC
|
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|
Quantitative Investment Management, LLC
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
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Heritage Trust Co
|
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|
North Star Investment Management Corp.
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Envestnet Asset Management Inc
|
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|
NorthRock Partners, LLC
|
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Capital Group Private Client Services, Inc.
|
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|
Treasurer of the State of North Carolina
|
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Sterling Capital Management LLC
|
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|
ASR Vermogensbeheer N.V.
|
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|
Savvy Advisors, Inc.
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Norges Bank
|
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|
J.w. Cole Advisors, Inc.
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Guggenheim Strategic Opportunities Fund
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
Jeppson Wealth Management, Llc
|
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|
Arete Wealth Advisors, LLC
|
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|
Tiaa Trust, National Association
|
|
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|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
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|
Eqis Capital Management, Inc.
|
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|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
Invesco Ltd.
|
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|
MAI Capital Management
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
Clough Global Opportunities Fund
|
|
|
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|
Bridgewater Advisors Inc.
|
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|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
|
|
NEOS Investment Management LLC
|
|
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|
|
CBIZ Investment Advisory Services, LLC
|
|
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|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
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|
Drive Wealth Management, Llc
|
|
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|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
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|
Two Sigma Advisers, Lp
|
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|
|
Altshuler Shaham Ltd
|
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|
Trust Asset Management LLC
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
AFK - VanEck Vectors ETF Trust - VanEck Vectors Africa Index ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
|
|
|
Hook Mill Capital Partners, LP
|
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|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
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|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
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|
Keybank National Association/oh
|
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Banco Santander, S.A.
|
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Trifecta Capital Advisors, LLC
|
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|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
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|
Nuveen, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Forest Avenue Capital Management LP
|
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|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
Hsbc Holdings Plc
|
|
|
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
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|
|
Accurate Wealth Management, LLC
|
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|
RFG Advisory, LLC
|
|
|
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|
Night Squared LP
|
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
|
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|
Barrett & Company, Inc.
|
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|
|
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|
Souders Financial Advisors
|
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|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
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|
Kilter Group LLC
|
|
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|
Walleye Capital LLC
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
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|
Stephens Inc /ar/
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Jane Street Group, Llc
|
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Cohen Klingenstein LLC
|
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Trust Co Of Toledo Na /oh/
|
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Vontobel Holding Ltd.
|
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Peapack Gladstone Financial Corp
|
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PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
|
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|
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|
Kera Capital Partners, Inc.
|
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|
Dynamic Wealth Strategies, LLC
|
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|
Plante Moran Financial Advisors, LLC
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
First Hawaiian Bank
|
|
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|
Junto Capital Management LP
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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Trust Co
|
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|
WealthTrak Capital Management LLC
|
|
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Gables Capital Management Inc.
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Allspring Global Investments Holdings, LLC
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Atria Investments Llc
|
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|
Pinnacle Associates Ltd
|
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|
Moors & Cabot, Inc.
|
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HighVista Strategies LLC
|
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|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
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|
Marex Group plc
|
|
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
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|
|
Thompson Investment Management, Inc.
|
|
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|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
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|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Freemont Management S.A.
|
|
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|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Q Global Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
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|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Atlantic Trust, LLC
|
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|
Keystone Financial Group
|
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|
Avanza Fonder AB
|
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V-Square Quantitative Management LLC
|
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|
Panagora Asset Management Inc
|
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Bellevue Asset Management, Llc
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
SilverOak Wealth Management LLC
|
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
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|
SageView Advisory Group, LLC
|
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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|
Enzi Wealth
|
|
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|
Nomura Holdings Inc
|
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Kentucky Trust Co
|
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|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
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|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
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|
Simon Quick Advisors, Llc
|
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|
Lokken Investment Group LLC
|
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Parkside Financial Bank & Trust
|
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Ellis Investment Partners, LLC
|
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|
Solstein Capital, LLC
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Massachusetts Financial Services Co /ma/
|
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Fortis Group Advisors, LLC
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Aviva Plc
|
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CAPROCK Group, Inc.
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
|
|
|
PDS Planning, Inc
|
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|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
Td Asset Management Inc
|
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|
Diligent Investors, LLC
|
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Ostrum Asset Management
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
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|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
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|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
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Profund Advisors Llc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
LRI Investments, LLC
|
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|
Hemington Wealth Management
|
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Stone House Investment Management, LLC
|
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Bay Harbor Wealth Management, LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Swedbank AB
|
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Knights of Columbus Asset Advisors LLC
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Millennium Management Llc
|
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Robeco Institutional Asset Management B.V.
|
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Jones Financial Companies Lllp
|
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Axa S.a.
|
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Vise Technologies, Inc.
|
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Aaron Wealth Advisors LLC
|
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|
Gts Securities Llc
|
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Capital Investment Advisory Services, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
|
Vestmark Advisory Solutions, Inc.
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
Sentry Investment Management Llc
|
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Spurstone Advisory Services, LLC
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
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|
Russell Investments Group, Ltd.
|
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|
Umb Bank N A/mo
|
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Brinker Capital Investments, LLC
|
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CTF Capital Management, LP
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Skaana Management L.P.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
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Moisand Fitzgerald Tamayo, LLC
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Smithfield Trust Co
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
CoreCap Advisors, LLC
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Crewe Advisors LLC
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Qube Research & Technologies Ltd
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KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Adage Capital Partners Gp, L.l.c.
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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AdvisorNet Financial, Inc
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|
Armis Advisers, LLC
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|
Garde Capital, Inc.
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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HFM Investment Advisors, LLC
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Falcon Wealth Planning
|
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Loomis Sayles & Co L P
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E Fund Management (Hong Kong) Co., Ltd.
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CENTRAL TRUST Co
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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Freestone Grove Partners LP
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
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|
Rise Advisors, LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Clear Street Markets Llc
|
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RFG - Bristol Wealth Advisors, LLC
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Janus Henderson Group Plc
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Kentucky Retirement Systems
|
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Empowered Funds, LLC
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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ShoreHaven Wealth Partners, LLC
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Atlas Capital Advisors Llc
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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Retirement Planning Group
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Garda Capital Partners Lp
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Diversified Trust Co
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Bartlett & Co. Wealth Management Llc
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Van Eck Associates Corp
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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Gotham Asset Management, LLC
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Versant Capital Management, Inc
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Bank Of Nova Scotia
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Prosperity Financial Group, Inc.
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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|
HBK Sorce Advisory LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Smallwood Wealth Investment Management, LLC
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Gitterman Wealth Management, LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Newbrook Capital Advisors LP
|
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HBW Advisory Services LLC
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Woodline Partners LP
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|
Gf Fund Management Co. Ltd.
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
Centaurus Financial, Inc.
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
Manufacturers Life Insurance Company, The
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
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|
RMB Capital Management, LLC
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Dakota Wealth Management
|
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF
|
|
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|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
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|
Nordea Investment Management Ab
|
|
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|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Leuthold Group, Llc
|
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|
Hughes Financial Services, LLC
|
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|
Wellington Management Group Llp
|
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|
Atlantic Union Bankshares Corp
|
|
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|
Mount Lucas Management LP
|
|
|
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|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
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|
Royal London Asset Management Ltd
|
|
|
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|
|
CIBC Asset Management Inc
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
|
Byrne Asset Management LLC
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
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|
Wealthfront Advisers Llc
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
|
|
|
Aspect Partners, LLC
|
|
|
|
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|
Howard Hughes Medical Institute
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Yousif Capital Management, Llc
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
Alliancebernstein L.p.
|
|
|
|
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KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio
|
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|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
New York State Teachers Retirement System
|
|
|
|
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Mbb Public Markets I Llc
|
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Us Bancorp \de\
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
Amundi
|
|
|
|
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|
Highline Wealth Partners Llc
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Harbor Investment Advisory, Llc
|
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|
Ionic Capital Management LLC
|
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|
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|
Silvercrest Asset Management Group Llc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Fiera Capital Corp
|
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|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
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|
Bellwether Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
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|
|
Riggs Asset Managment Co. Inc.
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
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|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Cozad Asset Management Inc
|
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|
Johnson Investment Counsel Inc
|
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|
Gryphon Financial Partners LLC
|
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|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
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|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
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|
HWG Holdings LP
|
|
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|
Allianz Asset Management GmbH
|
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|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Castleark Management Llc
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Syon Capital Llc
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Moody National Bank Trust Division
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VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
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WASHINGTON TRUST Co
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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Commonwealth Equity Services, Llc
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
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Nippon Life Global Investors Americas, Inc.
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Cahill Financial Advisors Inc
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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CVA Family Office, LLC
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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Ceredex Value Advisors LLC
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Janney Montgomery Scott LLC
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Albion Financial Group /ut
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Richardson Capital Management LLC
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Dorsey & Whitney Trust CO LLC
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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TABR Capital Management, LLC
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Hazlett, Burt & Watson, Inc.
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NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
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Jaffetilchin Investment Partners, LLC
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Capital International Ltd /ca/
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Mutual Advisors, LLC
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
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Systematic Alpha Investments, LLC
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
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IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Earnest Partners Llc
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Hilltop Holdings Inc.
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Calamos Wealth Management LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Amalgamated Bank
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National Pension Service
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Nbc Securities, Inc.
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Oregon Public Employees Retirement Fund
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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Principal Financial Group Inc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Mercer Global Advisors Inc /adv
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Ci Investments Inc.
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