|
Tortoise Investment Management, LLC
|
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|
Raleigh Capital Management Inc.
|
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|
Lincoln Capital LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
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|
Pictet Asset Management Holding SA
|
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|
Commonwealth Equity Services, Llc
|
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|
PAX Financial Group, LLC
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Fiduciary Financial Group, Llc
|
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|
Lantz Financial LLC
|
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|
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|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
Eqis Capital Management, Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
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|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
X-Square Capital, LLC
|
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|
Castleview Partners, Llc
|
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Liberty Capital Management, Inc.
|
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Sandy Spring Bank
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
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|
Kirtland Hills Capital Management, Llc
|
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|
|
|
Gallagher Fiduciary Advisors, LLC
|
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|
DnB Asset Management AS
|
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|
KLCM Advisors, Inc.
|
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Sandy Cove Advisors, LLC
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
Swmg, Llc
|
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|
National Pension Service
|
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|
Painted Porch Advisors LLC
|
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|
Rathbone Brothers plc
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
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|
Motco
|
|
|
|
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|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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|
Baker Avenue Asset Management, LP
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Park Avenue Securities Llc
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Nichols & Pratt Advisers Llp /ma
|
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|
Toroso Investments, LLC
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
Nbc Securities, Inc.
|
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Zions Bancorporation, National Association /ut/
|
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
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|
Macquarie Group Ltd
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
Redwood Park Advisors LLC
|
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|
Brevan Howard Capital Management LP
|
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|
United Capital Financial Advisers, Llc
|
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Quantitative Investment Management, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
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|
Parkside Financial Bank & Trust
|
|
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
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|
True North Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
TLW Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
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Regents Gate Capital LLP
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Icon Wealth Advisors, LLC
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Colony Group, LLC
|
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|
University Of Texas/texas Am Investment Managment Co
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
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|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Catalyst Funds Management Pty Ltd
|
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Waterfront Wealth Inc.
|
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Klp Kapitalforvaltning As
|
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QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
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Reik & Co., Llc
|
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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Lazard Asset Management Llc
|
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Treasurer of the State of North Carolina
|
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Waldron Private Wealth LLC
|
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Great Valley Advisor Group, Inc.
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Stephens Inc /ar/
|
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Tredje AP-fonden
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Flagship Harbor Advisors, Llc
|
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Avantax Planning Partners, Inc.
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Procyon Private Wealth Partners, LLC
|
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J.w. Cole Advisors, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Missouri Trust & Investment Co
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
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|
Nemes Rush Group LLC
|
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|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Unigestion Holding SA
|
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Venturi Wealth Management, LLC
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Federated Hermes, Inc.
|
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Flossbach Von Storch Ag
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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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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|
OMERS ADMINISTRATION Corp
|
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Windsor Advisory Group, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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Wsfs Capital Management, Llc
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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RD Lewis Holdings, Inc.
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Manufacturers Life Insurance Company, The
|
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Romano Brothers And Company
|
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State Street Corp
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Boston Trust Walden Corp
|
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Penserra Capital Management LLC
|
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ISAM Funds (UK) Ltd
|
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Williams Jones Wealth Management, LLC.
|
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Allspring Global Investments Holdings, LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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JNBA Financial Advisors
|
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Longfellow Investment Management Co Llc
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Fidelis Capital Partners, LLC
|
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Graham Capital Management, L.P.
|
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EP Wealth Advisors, Inc.
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Harvest Fund Management Co., Ltd
|
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Select Equity Group, L.P.
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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E Fund Management (Hong Kong) Co., Ltd.
|
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Clearbridge Investments, LLC
|
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Marshall Financial Group LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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Family Management Corp
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
Allworth Financial LP
|
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Ancora Advisors, LLC
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Raymond James Financial Inc
|
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|
Alta Advisers Ltd
|
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|
Miramar Capital, LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Jump Financial, LLC
|
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|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
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|
|
Norges Bank
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
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|
|
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|
Point72 (DIFC) Ltd
|
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|
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|
Wealth Alliance
|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
Azzad Asset Management Inc /adv
|
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|
Copperwynd Financial, LLC
|
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|
Tcw Group Inc
|
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|
Grandfield & Dodd, Llc
|
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|
Wellington Shields & Co., LLC
|
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|
Harbour Investments, Inc.
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|
State of Tennessee, Treasury Department
|
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|
Rakuten Investment Management, Inc.
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NEOS Investment Management LLC
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
|
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|
GWM Advisors LLC
|
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|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
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|
Brighton Jones Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
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Independent Wealth Network Inc.
|
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Teachers Retirement System Of The State Of Kentucky
|
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
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Mirae Asset Global Investments Co., Ltd.
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
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GeoWealth Management, LLC
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Tompkins Financial Corp
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Angeles Wealth Management, Llc
|
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SBI Securities Co., Ltd.
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Claro Advisors LLC
|
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Stiles Financial Services Inc
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Toth Financial Advisory Corp
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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City Holding Co
|
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Cary Street Partner Investment Advisory Llc
|
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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|
Handelsbanken Fonder AB
|
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Camden Capital, LLC
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Knollwood Investment Advisory, LLC
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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Louisiana State Employees Retirement System
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Midland Wealth Advisors Llc
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1832 Asset Management L.P.
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Picton Mahoney Asset Management
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Valmark Advisers, Inc.
|
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Synovus Financial Corp
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Wolverine Trading, Llc
|
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Gladstone Institutional Advisory LLC
|
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|
Vantage Investment Partners, LLC
|
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Hardy Reed LLC
|
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|
Fenimore Asset Management Inc
|
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|
Goldman Sachs Group Inc
|
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|
CIBC World Markets Inc.
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
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|
Providence Wealth Advisors, LLC
|
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|
High Note Wealth, LLC
|
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|
Silver Lake Advisory, LLC
|
|
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|
Progressive Investment Management Corp
|
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|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Norden Group Llc
|
|
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|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
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|
|
Fundamentun, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Norinchukin Bank, The
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Guerra Pan Advisors, Llc
|
|
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|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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VisionPoint Advisory Group, LLC
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Brooklands Fund Management Ltd
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Prudential Financial Inc
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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Two Sigma Investments, Lp
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Bessemer Group Inc
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Bank of New York Mellon Corp
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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Hengehold Capital Management Llc
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Nordea Investment Management Ab
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Curbstone Financial Management Corp
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
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Entropy Technologies, LP
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Avanza Fonder AB
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TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
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Quarry LP
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Clark & Stuart, Inc
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Courier Capital Llc
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Plante Moran Financial Advisors, LLC
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Legacy Wealth Asset Management, LLC
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TD Waterhouse Canada Inc.
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Intelligent Financial Strategies
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Plancorp, LLC
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Archford Capital Strategies, LLC
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Bleakley Financial Group, LLC
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
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Profunds - Profund Vp Ultrabull
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Washington Trust Advisors, Inc.
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First National Trust Co
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Mercer Global Advisors Inc /adv
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
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New Mexico Educational Retirement Board
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BNP Paribas Asset Management Holding S.A.
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Vestmark Advisory Solutions, Inc.
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PENN SERIES FUNDS INC - Index 500 Fund
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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Klingenstein Fields & Co Lp
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Nbt Bank N A /ny
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Gilbert & Cook, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Peoples Financial Services Corp.
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Genus Capital Management Inc.
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Vestor Capital, Llc
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Bahl & Gaynor Inc
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Beck Mack & Oliver Llc
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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Abound Wealth Management
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
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PrairieView Partners, LLC
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Allianz Asset Management GmbH
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Delta Accumulation, LLC
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PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
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Cerity Partners LLC
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Oak Harbor Wealth Partners, Llc
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Congress Asset Management Co /ma
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Group One Trading, L.p.
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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ORG Wealth Partners, LLC
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LPL Financial LLC
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Albert D Mason Inc
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
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Trust Co Of Toledo Na /oh/
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Ronald Blue Trust, Inc.
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Franklin Resources Inc
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Motley Fool Wealth Management, LLC
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Syon Capital Llc
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Profund Advisors Llc
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Connecticut Wealth Management, LLC
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Perbak Capital Partners LLP
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Planned Solutions, Inc.
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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Strs Ohio
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
Arete Wealth Advisors, LLC
|
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|
Independent Advisor Alliance
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
Canton Hathaway, LLC
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
|
Walleye Capital LLC
|
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|
Trifecta Capital Advisors, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
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E Fund Management Co., Ltd.
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
RK Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Wahed Invest LLC
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|
Jarislowsky, Fraser Ltd
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Caitong International Asset Management Co., Ltd
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Clifford Swan Investment Counsel Llc
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Institutional Investment Strategy Fund
|
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|
Champlain Investment Partners, LLC
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Nicollet Investment Management, Inc.
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PFG Advisors
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Hennion & Walsh Asset Management, Inc.
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UMA Financial Services, Inc.
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Rothschild Investment Llc
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Clean Yield Group
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|
Tower Research Capital LLC (TRC)
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Rafferty Asset Management, LLC
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Legacy Private Trust Co.
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Harvest Portfolios Group Inc.
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Hudson Bay Capital Management LP
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
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Snowden Capital Advisors LLC
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Hurley Capital, LLC
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Rsm Us Wealth Management Llc
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Guardian Wealth Advisors, LLC
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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MetLife Investment Management, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
High Net Worth Advisory Group LLC
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Shelton Capital Management
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Keel Point, LLC
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Barclays Plc
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SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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Invesco Ltd.
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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IFM Investors Pty Ltd
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Prudential Plc
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Dana Investment Advisors, Inc.
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Montecito Bank & Trust
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Cypress Capital Group
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State of Alaska, Department of Revenue
|
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Quotient Wealth Partners, LLC
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Trexquant Investment LP
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Meiji Yasuda Asset Management Co Ltd.
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Vestcor Inc
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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Advyzon Investment Management, LLC
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AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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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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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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|
Crestwood Advisors Group LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
United Community Bank
|
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|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Beacon Pointe Advisors, LLC
|
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|
CIBC Private Wealth Group, LLC
|
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|
Everence Capital Management Inc
|
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|
TriaGen Wealth Management LLC
|
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|
First Horizon Advisors, Inc.
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
Stone House Investment Management, LLC
|
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|
Meeder Advisory Services, Inc.
|
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|
Drystone LLC
|
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|
Gen-Wealth Partners Inc
|
|
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|
Summit Trail Advisors, Llc
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
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|
S-Bank Fund Management Ltd
|
|
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|
Dimensional Fund Advisors Lp
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
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|
Donaldson Capital Management, Llc
|
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|
|
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|
Baird Financial Group, Inc.
|
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|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
STF Management LP
|
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|
Private Advisor Group, LLC
|
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|
Lindbrook Capital, Llc
|
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|
Utah Retirement Systems
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
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|
London Co Of Virginia
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
Geneos Wealth Management Inc.
|
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|
Capital Advisors, Ltd. LLC
|
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Verition Fund Management LLC
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|
BankPlus Wealth Management LLC
|
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|
Warren Averett Asset Management, LLC
|
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|
Man Group plc
|
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UniSuper Management Pty Ltd
|
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Oppenheimer Asset Management Inc.
|
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Canandaigua National Bank & Trust Co
|
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|
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|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
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|
Cacti Asset Management Llc
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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IFP Advisors, Inc
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Thoroughbred Financial Services, Llc
|
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Confluence Wealth Services, Inc.
|
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Oakworth Capital, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
Dunhill Financial, LLC
|
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RFG Advisory, LLC
|
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Securian Asset Management, Inc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Gf Fund Management Co. Ltd.
|
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Riverbridge Partners Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
Wellington Management Group Llp
|
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DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
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|
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|
Financial Advocates Investment Management
|
|
|
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|
|
Catalytic Wealth RIA, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Nomura Asset Management Co Ltd
|
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|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
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|
Axa S.a.
|
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|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Generali Asset Management SPA SGR
|
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|
Postrock Partners Llc
|
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Midwest Trust Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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|
Taylor Financial Group, Inc.
|
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|
Accredited Investors Inc.
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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|
HighTower Advisors, LLC
|
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|
Bokf, Na
|
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|
Marshall & Sullivan Inc /wa/
|
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Core Alternative Capital
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
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|
|
Key FInancial Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
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True Wealth Design, LLC
|
|
|
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|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
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|
Intech Investment Management Llc
|
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|
Salomon & Ludwin, LLC
|
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Millennium Management Llc
|
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|
Eukles Asset Management
|
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|
Quest Partners LLC
|
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|
Goepper Burkhardt LLC
|
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|
Christopher J. Hasenberg, Inc
|
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|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
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|
Citizens National Bank Trust Department
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
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Prestige Wealth Management Group LLC
|
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|
TFG Advisers LLC
|
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|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
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|
Blair William & Co/il
|
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|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
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|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Clarius Group, LLC
|
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|
Woodline Partners LP
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
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|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
|
Varma Mutual Pension Insurance Co
|
|
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|
Modern Wealth Management, LLC
|
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|
Van Eck Associates Corp
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Apollon Wealth Management, LLC
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Ritholtz Wealth Management
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Orion Portfolio Solutions, LLC
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
Candriam Luxembourg S.C.A.
|
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|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Meridian Wealth Management, LLC
|
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Eventide Asset Management, Llc
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Perennial Advisors, LLC
|
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Pure Financial Advisors, Inc.
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E Six Thirteen, Llc
|
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Arcadia Investment Management Corp/mi
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Founders Capital Management, Llc
|
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|
State of Wyoming
|
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Gibbs Wealth Management
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Summit Financial, LLC
|
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|
Charles Schwab Investment Management Inc
|
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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AdvisorNet Financial, Inc
|
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
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|
Goldstein Advisors, LLC
|
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|
Smithfield Trust Co
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
S.A. Mason LLC
|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
Neuberger Berman Group LLC
|
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|
Ostrum Asset Management
|
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|
Osterweis Capital Management Inc
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
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|
|
Valley National Advisers Inc
|
|
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|
National Bank Of Canada /fi/
|
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|
Wesbanco Bank Inc
|
|
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|
Czech National Bank
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
|
Cullinan Associates Inc
|
|
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|
Webster Bank, N. A.
|
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|
|
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|
Kingsview Wealth Management, LLC
|
|
|
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|
Chicago Capital, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
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|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
IHT Wealth Management, LLC
|
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|
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|
Level Four Advisory Services, Llc
|
|
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|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
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|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
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|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
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|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
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|
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|
Sittner & Nelson, Llc
|
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|
Concord Wealth Partners
|
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|
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|
Steginsky Capital Llc
|
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|
|
Provident Investment Management, Inc.
|
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|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
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|
Linscomb & Williams, Inc.
|
|
|
|
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|
Annex Advisory Services, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
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|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
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|
Smartleaf Asset Management LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
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|
Graypoint LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
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Bank Of Montreal /can/
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
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Atria Wealth Solutions, Inc.
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Schroder Investment Management Group
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DecisionPoint Financial, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Mairs & Power Inc
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IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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Vontobel Holding Ltd.
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Natixis Advisors, L.p.
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Klingman & Associates, LLC
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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Armstrong Henry H Associates Inc
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
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Beacon Investment Advisors Llc
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
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Values First Advisors, Inc.
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Banque Cantonale Vaudoise
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Grove Bank & Trust
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Glenmede Trust Co Na
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V-Square Quantitative Management LLC
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
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Blueshift Asset Management, LLC
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VEGN - ETF Series Solutions - US Vegan Climate ETF
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Pnc Financial Services Group, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
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Absher Wealth Management, Llc
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King Luther Capital Management Corp
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Covenant Asset Management, LLC
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Avantax Advisory Services, Inc.
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Ogorek Anthony Joseph /ny/ /adv
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Private Wealth Management Group, LLC
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
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Integris Wealth Management, LLC
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Ossiam
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Evermay Wealth Management Llc
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Ensign Peak Advisors, Inc
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Resonant Capital Advisors, LLC
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Sandler Capital Management
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Jain Global LLC
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Tokio Marine Asset Management Co Ltd
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Access Financial Services, Inc.
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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Marietta Investment Partners Llc
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Marshfield Associates
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Raiffeisen Bank International AG
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Aaron Wealth Advisors LLC
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Nuveen, LLC
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Hamilton Capital, LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
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Scotia Capital Inc.
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Itau Unibanco Holding S.A.
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Mn Services Vermogensbeheer B.V.
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Harfst & Associates, Inc.
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Dai-Ichi Life Insurance Company, Ltd
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CWS Financial Advisors, LLC
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Mizuho Markets Americas Llc
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Fifth Third Wealth Advisors LLC
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Wetherby Asset Management Inc
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Mitsubishi UFJ Trust & Banking Corp
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1248 Management, LLC
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
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Wealth Enhancement Advisory Services, Llc
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Roberts Glore & Co Inc /il/
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Piscataqua Savings Bank
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Insigneo Advisory Services, Llc
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Vermillion Wealth Management, Inc.
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Ballast Advisors Llc
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NewEdge Wealth, LLC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Lido Advisors, LLC
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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HBK Sorce Advisory LLC
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Bfsg, Llc
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Voya Financial Advisors, Inc.
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Hartland & Co., LLC
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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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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Stratos Wealth Partners, LTD.
|
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Bath Savings Trust Co
|
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Norris Perne & French Llp/mi
|
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Godsey & Gibb Associates
|
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Total Investment Management Inc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Channel Wealth Llc
|
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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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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Concurrent Investment Advisors, LLC
|
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|
China Universal Asset Management Co., Ltd.
|
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Penobscot Investment Management Company, Inc.
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Legato Capital Management LLC
|
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Swedbank AB
|
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Railway Pension Investments Ltd
|
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
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|
Scott Marsh Financial, LLC
|
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|
Archer Investment Corp
|
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|
HFM Investment Advisors, LLC
|
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|
Pflug Koory, LLC
|
|
|
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|
|
Loudon Investment Management, LLC
|
|
|
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|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
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|
|
Boston Research & Management Inc
|
|
|
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|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
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|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
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|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
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|
|
Whalerock Point Partners, Llc
|
|
|
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|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
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|
|
Harbor Investment Advisory, Llc
|
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|
|
Kilter Group LLC
|
|
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|
|
Tableaux Llc
|
|
|
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|
|
General Partner, Inc.
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
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|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
|
|
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
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|
|
Victory Capital Management Inc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
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|
Chilton Investment Co Llc
|
|
|
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|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
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|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
