|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
|
Sunburst Financial Group, LLC
|
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|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
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|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
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|
|
Putnam Fl Investment Management Co
|
|
|
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|
Coldstream Capital Management Inc
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
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|
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|
Highview Capital Management LLC/DE/
|
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|
Compass Ion Advisors, LLC
|
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|
Bangor Savings Bank
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
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|
PineBridge Investments, L.P.
|
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|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
|
|
|
Bell Investment Advisors, Inc
|
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|
HBW Advisory Services LLC
|
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|
Reliant Investment Management, LLC
|
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|
Tredje AP-fonden
|
|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
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|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
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|
Fortitude Family Office, LLC
|
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|
Waterloo Capital, L.P.
|
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|
Tobam
|
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|
TCG Advisory Services, LLC
|
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|
MASTERINVEST Kapitalanlage GmbH
|
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|
Quotient Wealth Partners, LLC
|
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|
Frontier Capital Management Co Llc
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Fort Sheridan Advisors Llc
|
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|
Pnc Financial Services Group, Inc.
|
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|
Stiles Financial Services Inc
|
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|
Pingora Partners LLC
|
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|
Petros Family Wealth, LLC
|
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|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
O'shaughnessy Asset Management, Llc
|
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We Are One Seven, LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
Kings Path Partners LLC
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Natixis Advisors, L.p.
|
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|
RMB Capital Management, LLC
|
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|
RiverPark Advisors, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
Bamco Inc /ny/
|
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|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
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|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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|
AdvisorNet Financial, Inc
|
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Rothschild Investment Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
Sunbelt Securities, Inc.
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
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|
Coston, McIsaac & Partners
|
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|
Macquarie Group Ltd
|
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|
A. D. Beadell Investment Counsel, Inc.
|
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Evergreen Capital Management Llc
|
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WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
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|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
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|
University Of Texas/texas Am Investment Managment Co
|
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|
TFR Capital, LLC.
|
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|
Asset Management One Co., Ltd.
|
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|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Gouws Capital LLC
|
|
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|
Dakota Wealth Management
|
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|
Brogan Financial, Inc.
|
|
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|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
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|
|
Sterling Investment Advisors, Ltd.
|
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|
CAPROCK Group, Inc.
|
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|
Sycomore Asset Management
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
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|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
|
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|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Burns J W & Co Inc/ny
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Hantz Financial Services, Inc.
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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B & T Capital Management DBA Alpha Capital Management
|
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Moody Lynn & Lieberson, Llc
|
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Unified Investment Management
|
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|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Stratos Wealth Advisors, LLC
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
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Dagco, Inc.
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
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Segall Bryant & Hamill, Llc
|
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National Pension Service
|
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Glenview Trust Co
|
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DJE Kapital AG
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Pandora Wealth, Inc.
|
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Ceredex Value Advisors LLC
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CHICAGO TRUST Co NA
|
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Deutsche Bank Ag\
|
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Perigon Wealth Management, LLC
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MAI Capital Management
|
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LPL Financial LLC
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Financial Management Professionals, Inc.
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Quest 10 Wealth Builders, Inc.
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Parkworth Wealth Management, Inc.
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Profund Advisors Llc
|
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Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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Glenmede Investment Management, LP
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Dynamic Advisor Solutions LLC
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
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Westover Capital Advisors, LLC
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Groupe la Francaise
|
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Allianzgi Equity & Convertible Income Fund
|
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Integrated Advisors Network LLC
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Zrc Wealth Management, Llc
|
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WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
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|
Symphony Financial, Ltd. Co.
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Capital International Sarl
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Gamco Investors, Inc. Et Al
|
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Horizon Investments, LLC
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Next Century Growth Investors Llc
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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Ipswich Investment Management Co., Inc.
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Lazard Asset Management Llc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Crestwood Advisors Group LLC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Massmutual Trust Co Fsb/adv
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Cynosure Management, Llc
|
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MCF Advisors LLC
|
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Sterling Investment Counsel, LLC
|
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Klp Kapitalforvaltning As
|
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Sofos Investments, Inc.
|
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BIGTX - Monteagle Funds - The Texas Fund Class I
|
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|
Citigroup Inc
|
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|
FSA Wealth Management LLC
|
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|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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|
Panagora Asset Management Inc
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
New York State Teachers Retirement System
|
|
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|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Azzad Asset Management Inc /adv
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
Hollencrest Capital Management
|
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|
Old National Bancorp /in/
|
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
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|
|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
|
|
|
Pictet Asset Management Holding SA
|
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|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Peconic Partners Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
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Covestor Ltd
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Lewis Asset Management, LLC
|
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|
Carnegie Capital Asset Management, LLC
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Dogwood Wealth Management LLC
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Neville Rodie & Shaw Inc
|
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MSH Capital Advisors LLC
|
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Mather Group, Llc.
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Jones Financial Companies Lllp
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Bnp Paribas
|
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Keener Financial Planning LLC
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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Berkshire Asset Management Llc/pa
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Legal & General Group Plc
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
Arlington Trust Co LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Simon Quick Advisors, Llc
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Keyes, Stange & Wooten Wealth Management, LLC
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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True North Advisors, LLC
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Wilson Asset Management (international) Pty Ltd
|
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AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
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Equitable Holdings, Inc.
|
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
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JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Bayforest Capital Ltd
|
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Lord & Richards Wealth Management, LLC
|
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Trust Co Of Toledo Na /oh/
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Readystate Asset Management Lp
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
Marshall & Sterling Wealth Advisors Inc.
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|
Guyasuta Investment Advisors Inc
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Integrity Alliance, Llc.
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Gallo Partners, LP
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FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
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First Eagle Investment Management, LLC
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Choate Investment Advisors
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Financial Advocates Investment Management
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Resona Asset Management Co.,Ltd.
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Forum Financial Management, LP
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Foundations Investment Advisors, LLC
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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CBIZ Investment Advisory Services, LLC
|
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Summit Wealth Group Llc / Co
|
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SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
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Peak6 Llc
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Darden Wealth Group Inc
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Alpha Cubed Investments, LLC
|
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Invesco Ltd.
|
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EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Great West Life Assurance Co /can/
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
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|
United Capital Financial Advisers, Llc
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Capital Investment Advisors, LLC
|
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|
|
Brinker Capital Investments, LLC
|
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|
Trueblood Wealth Management, LLC
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
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|
|
|
KBC Group NV
|
|
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|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Grandeur Peak Global Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
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|
|
Lionsbridge Wealth Management LLC
|
|
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|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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|
Applied Finance Capital Management, LLC
|
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Burney Co/
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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California Public Employees Retirement System
|
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Norris Perne & French Llp/mi
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GW&K Investment Management, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Lockerman Financial Group, Inc.
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Vontobel Holding Ltd.
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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Profunds - Profund Vp Large-cap Growth
|
|
|
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|
GURU - Global X Funds - Global X Guru Index ETF
|
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|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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StoneX Group Inc.
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CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
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|
Smithfield Trust Co
|
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GWM Advisors LLC
|
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TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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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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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
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IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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|
Peterson Wealth Services
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
First Command Advisory Services, Inc.
|
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|
Warren Averett Asset Management, LLC
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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|
Legacy Capital Group California, Inc.
|
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|
Bridgewater Advisors Inc.
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O'Brien Greene & Co. Inc
|
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Quadrant Capital Group Llc
|
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Osterweis Capital Management Inc
|
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|
Strategic Wealth Partners, Ltd.
|
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Oak Harvest Investment Services
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
|
Quantum Financial Advisors, LLC
|
|
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|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
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|
|
Continuum Advisory, LLC
|
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|
Private Advisor Group, LLC
|
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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|
|
Hudson Bay Capital Management LP
|
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|
Larson Financial Group LLC
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|
Clarus Group, Inc.
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
West Oak Capital, LLC
|
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|
Rise Advisors, LLC
|
|
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|
|
Knott David M Jr
|
|
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|
|
Ubs Asset Management Americas Inc
|
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|
AMJ Financial Wealth Management
|
|
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|
Jennison Associates Llc
|
|
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|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
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|
|
Parallel Advisors, LLC
|
|
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|
|
HB Wealth Management, LLC
|
|
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|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
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|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Firsthand Capital Management, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Renasant Bank
|
|
|
|
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Hills Bank & Trust Co
|
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|
Glenmede Trust Co Na
|
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|
Simplex Trading, Llc
|
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|
Biltmore Family Office, LLC
|
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RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
VestGen Advisors, LLC
|
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|
Adirondack Trust Co
|
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|
Baker Avenue Asset Management, LP
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
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|
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|
|
Cinctive Capital Management LP
|
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|
Altshuler Shaham Ltd
|
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|
CHURCHILL MANAGEMENT Corp
|
|
|
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USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
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|
Evercore Wealth Management, LLC
|
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Public Employees Retirement System Of Ohio
|
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|
Sheaff Brock Investment Advisors, LLC
|
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Blackrock Utility & Infrastructure Trust
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
Qube Research & Technologies Ltd
|
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Voya Investment Management Llc
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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|
Capital Management Associates /ny/
|
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|
Edmond De Rothschild Holding S.a.
|
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|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
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|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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Eastern Bank
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Advisors Capital Management, LLC
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Howard Capital Management Inc.
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Trillium Asset Management, Llc
|
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Hazlett, Burt & Watson, Inc.
|
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Shell Asset Management Co
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
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|
Gen-Wealth Partners Inc
|
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|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
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|
Flywheel Private Wealth LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Old Second National Bank Of Aurora
|
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Retireful, LLC
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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Avantax Planning Partners, Inc.
|
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RFG - Bristol Wealth Advisors, LLC
|
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Whalen Wealth Management Inc.
|
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Keybank National Association/oh
|
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
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|
Select Equity Group, L.P.
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Diversified Enterprises, LLC
|
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Meridian Management Co
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Aware Super Pty Ltd as trustee of Aware Super
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Stevens Capital Management Lp
|
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|
Nicholas Hoffman & Company, LLC.
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
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|
D L Carlson Investment Group Inc
|
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|
Avion Wealth
|
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|
Massachusetts Financial Services Co /ma/
|
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Bourgeon Capital Management Llc
|
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|
CNB Bank
|
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|
BridgePort Financial Solutions, LLC
|
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|
MetLife Investment Management, LLC
|
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|
|
Legacy Capital Wealth Partners, LLC
|
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|
ZEGA Investments, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
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|
Blackhawk Capital Partners LLC.
|
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|
Canada Pension Plan Investment Board
|
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|
|
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|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
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|
|
|
First Horizon Advisors, Inc.
|
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|
Freemont Management S.A.
|
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|
Wexford Capital Lp
|
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|
|
Quent Capital, LLC
|
|
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|
|
Monterey Private Wealth, Inc.
|
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|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
|
|
|
Boston Partners
|
|
|
|
|
|
Harbour Investments, Inc.
|
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|
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|
Limestone Investment Advisors LP
|
|
|
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|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
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|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
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|
City Holding Co
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
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|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
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|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
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|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
|
|
|
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|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
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|
Lmcg Investments, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Caas Capital Management Lp
|
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|
|
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|
KC Investment Advisors, LLC
|
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|
Perkins Coie Trust Co
|
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|
Morgan Stanley
|
|
|
|
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|
Newman Dignan & Sheerar, Inc.
|
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|
Vaughan David Investments Inc/il
|
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|
|
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|
Us Bancorp \de\
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
11 Capital Partners LP
|
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|
Stonegate Investment Group, LLC
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
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|
Canton Hathaway, LLC
|
|
|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
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|
S.A. Mason LLC
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Smith, Moore & Co.
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
Maripau Wealth Management Llc
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
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|
Signaturefd, Llc
|
|
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|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
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|
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|
DecisionPoint Financial, LLC
|
|
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|
Intech Investment Management Llc
|
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|
Natixis
|
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
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|
Pacer Advisors, Inc.
|
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|
Zevenbergen Capital Investments Llc
|
|
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|
|
Federated Hermes, Inc.
|
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|
|
|
State Street Corp
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Bruni J V & Co /co
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Webs Creek Capital Management LP
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Win Advisors, Inc
|
|
|
|
|
|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
|
|
|
Promethium Advisors,llc
|
|
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|
United Advisor Group, LLC
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Vista Capital Partners, Inc.
|
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|
Moran Wealth Management, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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|
SG Americas Securities, LLC
|
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MidWestOne Financial Group, Inc.
|
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|
Geneos Wealth Management Inc.
|
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
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|
Sand Hill Global Advisors, LLC
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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|
BCS Private Wealth Management, Inc.
|
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Aviva Plc
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
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|
Valeo Financial Advisors, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
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|
Sit Investment Associates Inc
|
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Ground Swell Capital, LLC
|
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Rsm Us Wealth Management Llc
|
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Federation des caisses Desjardins du Quebec
|
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Heartwood Wealth Advisors LLC
|
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Aubrey Capital Management Ltd
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Cascade Investment Group, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Driehaus Capital Management Llc
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Nixon Peabody Trust Co
|
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Purkiss Capital Advisors LLC
|
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Farther Finance Advisors, LLC
|
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Journey Strategic Wealth Llc
|
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Insigneo Advisory Services, Llc
|
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Bradley Foster & Sargent Inc/ct
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
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|
|
Gradient Investments LLC
|
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Farmers & Merchants Investments Inc
|
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Commerce Bank
|
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Noble Wealth Management PBC
|
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AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
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Banque Cantonale Vaudoise
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Paladin Wealth, LLC
|
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Tsfg, Llc
|
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Chilton Investment Co Llc
|
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Thornburg Investment Management Inc
|
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MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
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|
Abbot Financial Management, Inc.
|
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Little House Capital Llc
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Midwest Trust Co
|
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Harbor Investment Advisory, Llc
|
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GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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|
Holderness Investments Co
|
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Nicola Wealth Management Ltd.
|
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Reaves Utility Income Fund
|
|
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Teacher Retirement System Of Texas
|
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
Handelsbanken Fonder AB
|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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|
Oakworth Capital, Inc.
|
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|
Prosperity Financial Group, Inc.
|
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|
Virtus Investment Advisers, Inc.
|
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Evernest Financial Advisors, LLC
|
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|
Summit Trail Advisors, Llc
|
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|
NorthCrest Asset Manangement, LLC
|
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|
|
Ancora Advisors, LLC
|
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|
Calton & Associates, Inc.
|
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|
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|
|
Sei Investments Co
|
|
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|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
|
Greenleaf Trust
|
|
|
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Castleark Management Llc
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
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|
|
Acap Strategic Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
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|
|
Graypoint LLC
|
|
|
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|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
4D Advisors, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
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State of Tennessee, Treasury Department
|
|
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|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
49 Wealth Management, Llc
|
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Chicago Capital, LLC
|
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Hsbc Holdings Plc
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
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|
Fortem Financial Group, Llc
|
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Joho Capital Llc
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
SILVER OAK SECURITIES, Inc
|
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Vise Technologies, Inc.
|
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Fulton Bank, N.a.
|
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HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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UniSuper Management Pty Ltd
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Wellington Management Group Llp
|
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Aptus Capital Advisors, LLC
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Brown Advisory Inc
|
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Providence Capital Advisors, LLC
|
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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
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SG Capital Management LLC
|
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Canvas Wealth Advisors, LLC
|
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CENTRAL TRUST Co
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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Tema Etfs Llc
|
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Clarius Group, LLC
|
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Bragg Financial Advisors, Inc
|
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Westside Investment Management, Inc.
|
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Webster Bank, N. A.
|
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KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Intrepid Capital Management Inc
|
|
|
|
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|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
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|
XTX Topco Ltd
|
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|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
Advisory Services Network, LLC
|
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|
Stifel Financial Corp
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
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|
1776 Wealth LLC
|
|
|
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|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
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|
Meeder Asset Management Inc
|
|
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
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|
Volterra Technologies LP
|
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|
Compass Capital Corp /ma/ /adv
|
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Centaurus Financial, Inc.
|
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
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Wedmont Private Capital
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Abound Wealth Management
|
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|
Cercano Management LLC
|
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Jump Financial, LLC
|
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|
Beacon Pointe Advisors, LLC
|
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|
Peregrine Asset Advisers, Inc.
|
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Oak Thistle LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
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|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
New England Research & Management, Inc.
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Rakuten Investment Management, Inc.
|
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|
Strategy Asset Managers Llc
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
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|
|
Cranbrook Wealth Management, LLC
|
|
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|
Castlekeep Investment Advisors Llc
|
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|
Banque Pictet & Cie Sa
|
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|
Mariner, LLC
|
|
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|
Anderson Hoagland & Co
|
|
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|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
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|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
Osborne Partners Capital Management, Llc
|
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|
|
Bank OZK
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
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|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Diversified Trust Co
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Ami Asset Management Corp
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Corient IA LLC
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Cushing Renaissance Fund
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Systematic Alpha Investments, LLC
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Foster Dykema Cabot & Partners, Llc
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Plante Moran Financial Advisors, LLC
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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Wells Trecaso Financial Group, LLC
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Capital Advisors, Ltd. LLC
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
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Merit Financial Group, LLC
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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Bridges Investment Management Inc
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Prossimo Advisors, LLC
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Tamar Securities, LLC
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Willis Johnson & Associates, Inc.
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
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Strs Ohio
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Cary Street Partner Investment Advisory Llc
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Empowered Funds, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Nordea Investment Management Ab
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Cary Street Partners Financial Llc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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Valiant Capital Management, L.P.
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Prescott Group Capital Management, L.l.c.
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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Simplicity Wealth,LLC
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Vanguard Group Inc
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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Ci Investments Inc.
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Everence Capital Management Inc
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
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Cetera Investment Advisers
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Alliancebernstein L.p.
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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Cushing Asset Management, Lp
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Northwestern Mutual Investment Management Company, Llc
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Plato Investment Management Ltd
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Resources Investment Advisors, LLC.
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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Evexia 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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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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Shelton Capital Management
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SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
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