|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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GWM Advisors LLC
|
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Migdal Insurance & Financial Holdings Ltd.
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Klingman & Associates, LLC
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Ballentine Partners, LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
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|
Carolina Wealth Advisors, LLC
|
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Central Pacific Bank - Trust Division
|
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Polar Capital Holdings Plc
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Intech Investment Management Llc
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Teachers Retirement System Of The State Of Kentucky
|
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Greenleaf Trust
|
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Quadrant Capital Group Llc
|
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Bedell Frazier Investment Counseling, LLC
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Evergreen Wealth Management, LLC
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Raiffeisen Bank International AG
|
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FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
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Atlantic Union Bankshares Corp
|
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Harvest Fund Management Co., Ltd
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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CWA Asset Management Group, LLC
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Concurrent Investment Advisors, LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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North Star Asset Management Inc
|
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Icon Wealth Advisors, LLC
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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Moss Adams Wealth Advisors LLC
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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Savvy Advisors, Inc.
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IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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Guggenheim Capital Llc
|
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Philadelphia Trust Co
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Bank of Jackson Hole Trust
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Mutual Of America Capital Management Llc
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Tiaa Trust, National Association
|
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Credential Securities Inc.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Lindbrook Capital, Llc
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Richardson Financial Services Inc.
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Anchor Capital Advisors Llc
|
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Glenmede Investment Management, LP
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Legacy Investment Solutions, LLC
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Cinctive Capital Management LP
|
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R.P. Boggs & Co.
|
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Te Ahumairangi Investment Management Ltd
|
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Clarity Asset Management, Inc.
|
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Bessemer Group Inc
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Meeder Asset Management Inc
|
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
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|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
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XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
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FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
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TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Cohen & Steers, Inc.
|
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STRV - EA Series Trust - Strive 500 ETF
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
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|
MTM Investment Management, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Factory Mutual Insurance Co
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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BNP Paribas Asset Management Holding S.A.
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National Pension Service
|
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Steward Partners Investment Advisory, Llc
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
South Dakota Investment Council
|
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Mv Capital Management, Inc.
|
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MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
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Agf Management Ltd
|
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Acadian Asset Management Llc
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Oak Associates Ltd /oh/
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Meritage Portfolio Management
|
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ADAR1 Capital Management, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Legacy Financial Advisors, Inc.
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Caisse De Depot Et Placement Du Quebec
|
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Circle Wealth Management, LLC
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
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|
Sound Income Strategies, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
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|
Tokio Marine Asset Management Co Ltd
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Sierra Ocean, Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
SevenBridge Financial Group, LLC
|
|
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|
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
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|
Schechter Investment Advisors, LLC
|
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
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Graney & King, LLC
|
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Rsm Us Wealth Management Llc
|
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Chevy Chase Trust Holdings, Inc.
|
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Aspect Partners, LLC
|
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Rakuten Securities, Inc.
|
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Tritonpoint Wealth, Llc
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
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|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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Nordea Investment Management Ab
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
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|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
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|
Bellwether Advisors, LLC
|
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Physicians Financial Services, Inc.
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
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|
Bank Of Montreal /can/
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Cambiar Investors Llc
|
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Elo Mutual Pension Insurance Co
|
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|
Miracle Mile Advisors, LLC
|
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|
Patton Fund Management, Inc.
|
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Townsquare Capital Llc
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Avestar Capital, LLC
|
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|
|
Principal Securities, Inc.
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
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|
Argent Trust Co
|
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|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
|
Independent Advisor Alliance
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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Prime Capital Investment Advisors, LLC
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
|
Sectoral Asset Management Inc
|
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|
Signet Financial Management, Llc
|
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QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
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|
Envestnet Asset Management Inc
|
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|
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|
Cito Capital Group, LLC
|
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|
Jump Financial, LLC
|
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|
Versant Capital Management, Inc
|
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STF Management LP
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Quantinno Capital Management LP
|
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|
Montag A & Associates Inc
|
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|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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|
Delos Wealth Advisors, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Armistice Capital, Llc
|
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S-Bank Fund Management Ltd
|
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|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
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|
|
Triglav Skladi, D.o.o.
|
|
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|
Traub Capital Management LLC
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
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|
|
New Mexico Educational Retirement Board
|
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|
|
Sequoia Financial Advisors, LLC
|
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|
Cresset Asset Management, LLC
|
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|
California Public Employees Retirement System
|
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|
Twin Tree Management, LP
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
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|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
|
Dogwood Wealth Management LLC
|
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|
|
Pinnacle Associates Ltd
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
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|
Mml Investors Services, Llc
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
American National Bank
|
|
|
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|
|
Resona Asset Management Co.,Ltd.
|
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|
Bronte Capital Management Pty Ltd.
|
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|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
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|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
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|
Gf Fund Management Co. Ltd.
|
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
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|
Truist Financial Corp
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
Spire Wealth Management
|
|
|
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|
Longfellow Investment Management Co Llc
|
|
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|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
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|
|
Trust Co Of Vermont
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Tekla Life Sciences Investors
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Krensavage Asset Management, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
WPG Advisers, LLC
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DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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|
Pinney & Scofield, Inc.
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Putnam ETF Trust - Putnam BioRevolution ETF -
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Profunds - Profund Vp Large-cap Value
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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Mercer Global Advisors Inc /adv
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
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Yousif Capital Management, Llc
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Callan Capital, LLC
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EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
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Anderson Hoagland & Co
|
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Sterling Investment Advisors, Ltd.
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Slow Capital, Inc.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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GPS Wealth Strategies Group, LLC
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Formidable Asset Management, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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Avantax Advisory Services, Inc.
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Livforsakringsbolaget Skandia, Omsesidigt
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LPL Financial LLC
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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Capital A Wealth Management, LLC
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
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Banque Transatlantique SA
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Stephens Inc /ar/
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Twinbeech Capital Lp
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Palouse Capital Management, Inc.
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
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TCTC Holdings, LLC
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Capital Investment Advisors, LLC
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
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Tounjian Advisory Partners, Llc
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Exchange Traded Concepts, Llc
|
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BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
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Equitable Holdings, Inc.
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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Seizert Capital Partners, Llc
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Abn Amro Investment Solutions
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PGGM Investments
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
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Ledyard National Bank
|
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Richard W. Paul & Associates, LLC
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Ameliora Wealth Management Ltd.
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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MRP Capital Investments, LLC
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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Commonwealth Equity Services, Llc
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Signaturefd, Llc
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Group One Trading, L.p.
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Toronto Dominion Bank
|
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Vise Technologies, Inc.
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Alliancebernstein L.p.
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Johnson Investment Counsel Inc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Prentiss Smith & Co Inc
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
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|
Mezzasalma Advisors, LLC
|
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|
Generali Asset Management SPA SGR
|
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|
Franklin Resources Inc
|
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|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
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|
Profund Advisors Llc
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Intellectus Partners, LLC
|
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|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
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|
Flagship Harbor Advisors, Llc
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Caxton Associates Llp
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
|
Nomura Asset Management Co Ltd
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
TFC Financial Management
|
|
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
|
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|
Brinker Capital Investments, LLC
|
|
|
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|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
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|
Amica Mutual Insurance Co
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
American Century Companies Inc
|
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|
|
|
|
Illumine Investment Management, LLC
|
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|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
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|
|
ARK Investment Management LLC
|
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|
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|
|
Swiss National Bank
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
StemPoint Capital LP
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
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Alpine Woods Capital Investors, Llc
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Capstone Investment Advisors, Llc
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Delta Financial Group, Inc.
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Horizon Funds - Centre American Select Equity Fund Investor Class
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Larson Financial Group LLC
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
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Wells Fargo & Company/mn
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
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Insigneo Advisory Services, Llc
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Moran Wealth Management, LLC
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
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Abound Wealth Management
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Sculati Wealth Management, LLC
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
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Crowley Wealth Management, Inc.
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Meridian Wealth Management, LLC
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ARS Investment Partners, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
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Murphy & Mullick Capital Management Corp
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Sound View Wealth Advisors Group, LLC
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Newbridge Financial Services Group, Inc.
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Prestige Wealth Management Group LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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Canada Post Corp Registered Pension Plan
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Atwood & Palmer Inc
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Missouri Trust & Investment Co
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Freestone Grove Partners LP
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Meiji Yasuda Asset Management Co Ltd.
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Point72 (DIFC) Ltd
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
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Louisiana State Employees Retirement System
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PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
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Charles Schwab Investment Management Inc
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Riggs Asset Managment Co. Inc.
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
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Berbice Capital Management LLC
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Tocqueville Asset Management L.p.
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CLARET ASSET MANAGEMENT Corp
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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WP Advisors, LLC
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Kingsview Wealth Management, LLC
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
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Caitong International Asset Management Co., Ltd
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Rhenman & Partners Asset Management AB
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Varma Mutual Pension Insurance Co
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Penserra Capital Management LLC
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Harbor Investment Advisory, Llc
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Telos Capital Management, Inc.
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Scott Marsh Financial, LLC
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
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HB Wealth Management, LLC
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Parnassus Investments /ca
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UBS Group AG
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
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Rise Advisors, LLC
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
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VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
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Humankind Investments LLC
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Css Llc/il
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Securian Funds Trust - SFT Index 500 Fund Class 1
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
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Kennedy Capital Management, Inc.
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Bank Of America Corp /de/
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
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Sachetta, LLC
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North Point Portfolio Managers Corp/oh
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Park Square Financial Group, LLC
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Manchester Capital Management LLC
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
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M&t Bank Corp
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
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Janus Henderson Group Plc
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RedJay Asset Management Inc.
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Private Capital Advisors, Inc.
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Codex Capital Asset Management L.L.C.
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MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
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Ieq Capital, Llc
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Morse Asset Management, Inc
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Cidel Asset Management Inc
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Tealwood Asset Management Inc
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PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF
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Healthcare Of Ontario Pension Plan Trust Fund
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GFG Capital, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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ARKG - Ark ETF Trust - ARK Genomic Revolution ETF
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Outlook Wealth Advisors, LLC
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PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
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Stratos Wealth Advisors, LLC
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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Principia Wealth Advisory, LLC
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Boyd Watterson Asset Management Llc/oh
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Rothschild Investment Llc
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Intact Investment Management Inc.
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Kathleen S. Wright Associates Inc.
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Bnp Paribas
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Heritage Trust Co
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Avalon Trust Co
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Securian Funds Trust - SFT T. Rowe Price Value Fund
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Jacobs & Co/ca
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Westside Investment Management, Inc.
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
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Raymond James Financial Inc
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MidWestOne Financial Group, Inc.
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HFM Investment Advisors, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Personal Cfo Solutions, Llc
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Callan Family Office, LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Thurston, Springer, Miller, Herd & Titak, Inc.
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
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Vestcor Inc
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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Chung Wu Investment Group, LLC
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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NJ State Employees Deferred Compensation Plan
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Creative Financial Designs Inc /adv
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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Dillon & Associates Inc
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Moors & Cabot, Inc.
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
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First Western Trust Bank
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Victory Capital Management Inc
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Copperwynd Financial, LLC
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Capital International Inc /ca/
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Byrne Asset Management LLC
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
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Crossmark Global Holdings, Inc.
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ICICI Prudential Asset Management Co Ltd
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
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Regions Financial Corp
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Lighthouse Investment Partners, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Putnam ETF Trust - Putnam Sustainable Future ETF -
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
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Cooper Financial Group
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Brown Advisory Inc
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Arkadios Wealth Advisors
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La Banque Postale Asset Management SA
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RMR Wealth Builders
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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PENN SERIES FUNDS INC - Index 500 Fund
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HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
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Skopos Labs, Inc.
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OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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Plancorp, LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Aviso Wealth Management
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Tamar Securities, LLC
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Canada Pension Plan Investment Board
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Net Worth Advisory Group
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Northeast Financial Consultants Inc
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Sigma Planning Corp
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Profunds - Profund Vp Nasdaq-100
|
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
Itau Unibanco Holding S.A.
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Ancora Advisors, LLC
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RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
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Harvey Capital Management Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
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MAI Capital Management
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Principal Street Partners, LLC
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Roxbury Financial LLC
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Tang Capital Management Llc
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Sepio Capital, LP
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|
Cardinal Capital Management
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|
Nova Wealth Management, Inc.
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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Citigroup Inc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
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|
Walleye Trading LLC
|
|
|
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|
|
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A
|
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|
|
Aigen Investment Management, Lp
|
|
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|
Freestone Capital Holdings, LLC
|
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|
Illinois Municipal Retirement Fund
|
|
|
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JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
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|
Norges Bank
|
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|
CAPROCK Group, Inc.
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
United Capital Financial Advisers, Llc
|
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Torno Capital, Llc
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
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|
Cerity Partners LLC
|
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
|
Glenview Trust Co
|
|
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|
Groupe la Francaise
|
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Team Financial Group, LLC
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Capitolis Liquid Global Markets LLC
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Trexquant Investment LP
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Kingswood Wealth Advisors, Llc
|
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|
Sovran Advisors, LLC
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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IMG Wealth Management, Inc.
|
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Thompson Siegel & Walmsley Llc
|
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Kestra Advisory Services, LLC
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Valeo Financial Advisors, LLC
|
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ORG Partners LLC
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
Montecito Bank & Trust
|
|
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Skandinaviska Enskilda Banken AB (publ)
|
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Commerzbank Aktiengesellschaft /fi
|
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Invesco Ltd.
|
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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Westbourne Investments, Inc.
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Connecticut Wealth Management, LLC
|
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Dorsey & Whitney Trust CO LLC
|
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Horizon Investments, LLC
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Aqr Capital Management Llc
|
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Umpqua Bank
|
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Dai-Ichi Life Insurance Company, Ltd
|
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V-Square Quantitative Management LLC
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Janney Montgomery Scott LLC
|
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|
Diadema Partners Lp
|
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Addison Advisors LLC
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
One Capital Management, LLC
|
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|
Sunbelt Securities, Inc.
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Ashton Thomas Securities, Llc
|
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PFS Partners, LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Hsbc Holdings Plc
|
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GAMMA Investing LLC
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Shelton Capital Management
|
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|
Fifth Third Bancorp
|
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Ag2r La Mondiale Gestion D'actifs
|
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|
Keynote Financial Services Llc
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
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|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
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|
UMA Financial Services, Inc.
|
|
|
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|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
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|
|
Calamos Advisors LLC
|
|
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|
|
Capula Management Ltd
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
RK Asset Management, LLC
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
|
|
Graypoint LLC
|
|
|
|
|
|
State Street Corp
|
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|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
|
|
|
Mariner, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
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|
|
|
|
Virginia Retirement Systems Et Al
|
|
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|
Colonial River Wealth Management, LLC
|
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|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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|
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|
Utah Retirement Systems
|
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|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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Sandy Spring Bank
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
Evercore Wealth Management, LLC
|
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|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
|
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|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
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|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
|
Vinva Investment Management Ltd
|
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|
|
Teacher Retirement System Of Texas
|
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|
|
DDD Partners, LLC
|
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|
Centre Asset Management, LLC
|
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Geneos Wealth Management Inc.
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
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|
Us Bancorp \de\
|
|
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|
Rakuten Investment Management, Inc.
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
|
Kozak & Associates, Inc.
|
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|
Mcdonald Capital Investors Inc/ca
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
Rehmann Capital Advisory Group
|
|
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|
Blackrock Health Sciences Trust
|
|
|
|
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|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
Hunter Perkins Capital Management, LLC
|
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|
New York State Common Retirement Fund
|
|
|
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|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
Dunhill Financial, LLC
|
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|
AMG National Trust Bank
|
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|
Princeton Capital Management Llc
|
|
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
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|
Qsemble Capital Management, LP
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Solas Capital Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Pathstone Holdings, LLC
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Aspire Growth Partners LLC
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Estabrook Capital Management
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Paces Ferry Wealth Advisors, Llc
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Pacifica Partners Inc.
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
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|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
|
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|
Phoenix Holdings Ltd.
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|
Fmr Llc
|
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True Wealth Design, LLC
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund
|
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|
Prudential Plc
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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Assetmark, Inc
|
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Eq Wealth Advisors, Llc
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Investment Management Corp of Ontario
|
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Baader Bank INC
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FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
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Badgley Phelps Wealth Managers, LLC
|
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CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF
|
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OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
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|
Wellington Management Group Llp
|
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Southeastern Asset Management Inc/tn/
|
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Caption Management, LLC
|
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Groupama Asset Managment
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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|
CI Private Wealth, LLC
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
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|
Commerce Bank
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Avantax Planning Partners, Inc.
|
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Tekla Healthcare Opportunities Fund
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
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|
American Capital Advisory, LLC
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
Paragon Capital Management Inc
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
Rafferty Asset Management, LLC
|
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Sittner & Nelson, Llc
|
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|
Jfs Wealth Advisors, Llc
|
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|
Garde Capital, Inc.
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
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Capital International Ltd /ca/
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
Ronald Blue Trust, Inc.
|
|
|
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|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
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|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
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|
Flower City Capital
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
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|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Artia Global Partners LP
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
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Ing Groep Nv
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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Strs Ohio
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Cozad Asset Management Inc
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Fisher Asset Management, LLC
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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E Fund Management (Hong Kong) Co., Ltd.
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|
Citadel Advisors Llc
|
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XTX Topco Ltd
|
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Costello Asset Management, INC
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Moisand Fitzgerald Tamayo, LLC
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NEOS Investment Management LLC
|
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Stiles Financial Services Inc
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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Grove Bank & Trust
|
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Pinnacle Wealth Management Advisory Group, LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Bellevue Asset Management, Llc
|
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CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
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TB Alternative Assets Ltd.
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CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Banque Pictet & Cie Sa
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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J. Goldman & Co LP
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Keudell/Morrison Wealth Management
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Assenagon Asset Management S.A.
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Klingenstein Fields & Co Lp
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Change Path, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Quantitative Investment Management, LLC
|
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RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
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|
Adviser Investments LLC
|
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Valley National Advisers Inc
|
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Global Retirement Partners, LLC
|
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Hollencrest Capital Management
|
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Siemens Fonds Invest GmbH
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EP Wealth Advisors, Inc.
|
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Cornerstone Planning Group LLC
|
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Brown, Lisle/cummings, Inc.
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R Squared Ltd
|
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Aptus Capital Advisors, LLC
|
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Bank Of Nova Scotia
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Colony Group, LLC
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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Polianta Ltd
|
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|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
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|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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Banque Cantonale Vaudoise
|
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BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF
|
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|
Eversept Partners, LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
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|
|
Private Wealth Asset Management, LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
Cherry Tree Wealth Management, LLC
|
|
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|
|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Ckw Financial Group
|
|
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|
Core Alternative Capital
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Scion Asset Management, LLC
|
|
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|
|
Accent Capital Management, LLC
|
|
|
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|
|
Whittier Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
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|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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Aviva Plc
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Traphagen Investment Advisors Llc
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Compagnie Lombard Odier SCmA
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ProShare Advisors LLC
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KONG - ETF Opportunities Trust - Formidable Fortress ETF
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Cambridge Investment Research Advisors, Inc.
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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Shell Asset Management Co
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Coldstream Capital Management Inc
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Texas Yale Capital Corp.
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Advisor Group Holdings, Inc.
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Founders Capital Management, Llc
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QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
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Sherbrooke Park Advisers Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
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Hancock Whitney Corp
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Putnam Fl Investment Management Co
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Credit Agricole S A
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
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Y-Intercept (Hong Kong) Ltd
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Tower View Investment Management & Research LLC
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Empowered Funds, LLC
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Envestnet Portfolio Solutions, Inc.
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Bellecapital International Ltd.
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Cigna Investments Inc /new
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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Banco Santander, S.A.
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STXG - EA Series Trust - Strive 1000 Growth ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Red Tortoise LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
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QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
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D. E. Shaw & Co., Inc.
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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Millennium Management Llc
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Atlantic Trust, LLC
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CIBC World Markets Inc.
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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Rosenberg Matthew Hamilton
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Alta Wealth Advisors LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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Gateway Investment Advisers Llc
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Dohj, Llc
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Cambria Investment Management, L.P.
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DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
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Tidemark, LLC
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FIL Ltd
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
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Alliance Wealth Advisors, LLC /UT
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Centiva Capital, LP
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
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Clarius Group, LLC
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IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
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Citizens Business Bank
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Concord Wealth Partners
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Quest Partners LLC
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Axq Capital, Lp
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