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Hanson & Doremus Investment Management
|
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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|
Bear Mountain Capital, Inc.
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
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Old Second National Bank Of Aurora
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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APG Asset Management US Inc.
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Elkhorn Partners Limited Partnership
|
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|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Hills Bank & Trust Co
|
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E Fund Management (Hong Kong) Co., Ltd.
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MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
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Foresight Capital Management Advisors, Inc.
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Centiva Capital, LP
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Front Row Advisors LLC
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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YHB Investment Advisors, Inc.
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Charles Schwab Investment Management Inc
|
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Waverton Investment Management Ltd
|
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Retirement Wealth Solutions LLC
|
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Louisiana State Employees Retirement System
|
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Focused Wealth Management, Inc
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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Klingman & Associates, LLC
|
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|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
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|
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|
Bank of New York Mellon Corp
|
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|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
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Profunds - Profund Vp Nasdaq-100
|
|
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|
Summit Trail Advisors, Llc
|
|
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|
Sofos Investments, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Transcend Wealth Collective, Llc
|
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|
Strengthening Families & Communities, LLC
|
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|
Crewe Advisors LLC
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Lighthouse Investment Partners, LLC
|
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|
Montag A & Associates Inc
|
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Stifel Financial Corp
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
NINE MASTS CAPITAL Ltd
|
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|
New Mexico Educational Retirement Board
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
ORG Partners LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Winton Capital Group Ltd
|
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Farther Finance Advisors, LLC
|
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Stone House Investment Management, LLC
|
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
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|
Brevan Howard Capital Management LP
|
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Creekmur Asset Management LLC
|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Bare Financial Services, Inc
|
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|
RB Capital Management, LLC
|
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Glen Eagle Advisors, LLC
|
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Frontier Capital Management Co Llc
|
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Moneta Group Investment Advisors Llc
|
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Key FInancial Inc
|
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|
Wellington Shields Capital Management, LLC
|
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|
Verition Fund Management LLC
|
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|
Harbour Investments, Inc.
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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|
LRI Investments, LLC
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Ameliora Wealth Management Ltd.
|
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|
Quarry LP
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Rtw Investments, Lp
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
Union Savings Bank
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
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|
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|
Avanza Fonder AB
|
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|
|
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|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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|
Mill Capital Management, LLC
|
|
|
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|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
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|
Atwood & Palmer Inc
|
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|
Princeton Global Asset Management LLC
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
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|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
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|
Fox Run Management, L.l.c.
|
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|
Harris Associates L P
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
First Pacific Financial
|
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FNY Investment Advisers, LLC
|
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|
Pandora Wealth, Inc.
|
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|
Graney & King, LLC
|
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O'shaughnessy Asset Management, Llc
|
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|
HighTower Advisors, LLC
|
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|
Lake Street Financial Llc
|
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|
Brookstone Capital Management
|
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|
Beese Fulmer Investment Management, Inc.
|
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Curio Wealth, Llc
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Sachetta, LLC
|
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|
Raleigh Capital Management Inc.
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
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|
Wolff Wiese Magana Llc
|
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|
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Brinker Capital Investments, LLC
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
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|
Treasurer of the State of North Carolina
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Siemens Fonds Invest GmbH
|
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E. Ohman J:or Asset Management AB
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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|
Old Point Trust & Financial Services N A
|
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Sigma Planning Corp
|
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|
Rakuten Investment Management, Inc.
|
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|
VestGen Advisors, LLC
|
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|
Lakeside Advisors, INC.
|
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Voya Investment Management Llc
|
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MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
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|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
Fifth Third Wealth Advisors LLC
|
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|
Banque Cantonale Vaudoise
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
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|
Janney Montgomery Scott LLC
|
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|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
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|
Financial Avengers, Inc.
|
|
|
|
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|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
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|
|
Valley National Advisers Inc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
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|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
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|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
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Capital Research Global Investors
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Ecofi Investissements Sa
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
True North Advisors, LLC
|
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|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
DHJJ Financial Advisors, Ltd.
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|
Daiwa Securities Group Inc.
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Credit Agricole S A
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Groupe la Francaise
|
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Fortitude Family Office, LLC
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Main Street Group, LTD
|
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DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
KBC Group NV
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Orion Portfolio Solutions, LLC
|
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|
Ransom Advisory, Ltd
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NEOS Investment Management LLC
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Mission Wealth Management, Lp
|
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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|
Raiffeisen Bank International AG
|
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Roman Butler Fullerton & Co
|
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United Community Bank
|
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ASR Vermogensbeheer N.V.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Leelyn Smith, LLC
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Qsemble Capital Management, LP
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Hsbc Holdings Plc
|
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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Marathon Capital Management
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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WFA of San Diego, LLC
|
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AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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|
Salem Investment Counselors Inc
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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First Community Trust Na
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Charter Trust Co
|
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Point72 Asset Management, L.P.
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Toroso Investments, LLC
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Chiron Capital Management, Llc
|
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Mml Investors Services, Llc
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Anchor Investment Management, LLC
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Lighthouse Financial LLC
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Holos Integrated Wealth LLC
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Gsa Capital Partners Llp
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Global Trust Asset Management, LLC
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
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|
TFC Financial Management
|
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Man Group plc
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Washington Capital Management Inc
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Ag2r La Mondiale Gestion D'actifs
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
AE Wealth Management LLC
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Yousif Capital Management, Llc
|
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|
Kovack Advisors, Inc.
|
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|
Decker Retirement Planning Inc.
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
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|
|
Thompson Investment Management, Inc.
|
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|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
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|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
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|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Burney Co/
|
|
|
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|
Two Sigma Securities, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Amtrust Financial Services, Inc.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Hawk Ridge Capital Management Lp
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
N.E.W. Advisory Services LLC
|
|
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|
Warren Averett Asset Management, LLC
|
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|
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
|
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|
Freestone Capital Holdings, LLC
|
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|
Fortis Group Advisors, LLC
|
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|
Moors & Cabot, Inc.
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Change Path, LLC
|
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|
Trian Fund Management, L.p.
|
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Scotia Capital Inc.
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Roble, Belko & Company, Inc
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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State of Wyoming
|
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Mizuho Securities Usa Llc
|
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Slocum, Gordon & Co LLP
|
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Harwood Advisory Group, LLC
|
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Optas, LLC
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
HighMark Wealth Management LLC
|
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|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Sierra Ocean, Llc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
SRS Capital Advisors, Inc.
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Td Private Client Wealth Llc
|
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Assetmark, Inc
|
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Hughes Financial Services, LLC
|
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HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF
|
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American Capital Advisory, LLC
|
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|
Global X Japan Co., Ltd.
|
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Canada Pension Plan Investment Board
|
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Addison Advisors LLC
|
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Glenmede Trust Co Na
|
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IAG Wealth Partners, LLC
|
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
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|
Oak Thistle LLC
|
|
|
|
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
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|
|
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|
Bridgewater Associates, LP
|
|
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|
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Alamea Verwaltungs GmbH
|
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|
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Schear Investment Advisers, LLC
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Wells Fargo & Company/mn
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Bulwark Capital Corp
|
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State of New Jersey Common Pension Fund D
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Spinnaker Trust
|
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Harbor Investment Advisory, Llc
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Woodstock Corp
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Optimum Investment Advisors
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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Eisler Capital Management Ltd.
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Westfield Capital Management Co Lp
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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Sterling Capital Management LLC
|
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Journey Strategic Wealth Llc
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Umb Bank N A/mo
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
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|
|
Investment Research & Advisory Group, Inc.
|
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|
Financial Perspectives, Inc
|
|
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|
Anderson Hoagland & Co
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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Eukles Asset Management
|
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|
Mediolanum International Funds Ltd
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Stephens Consulting, LLC
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Flagship Harbor Advisors, Llc
|
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|
Resonant Capital Advisors, LLC
|
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|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
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|
Horizon Financial Services, Llc
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Coronation Fund Managers Ltd.
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Arvin Capital Management LP
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
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Iron Horse Wealth Management, LLC
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Harbor Capital Advisors, Inc.
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Capital Fund Management S.a.
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Meeder Advisory Services, Inc.
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|
Caldwell Securities, Inc
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Inlight Wealth Management, LLC
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Keybank National Association/oh
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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Mark Sheptoff Financial Planning, Llc
|
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Stephens Inc /ar/
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Savvy Advisors, Inc.
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Maryland State Retirement & Pension System
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Penserra Capital Management LLC
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Hartland & Co., LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Allspring Global Investments Holdings, LLC
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Mutual Advisors, LLC
|
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
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First Hawaiian Bank
|
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Tocqueville Asset Management L.p.
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Alpha Family Trust
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Argus Investors' Counsel, Inc.
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
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Sound Income Strategies, LLC
|
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Oxford Financial Group Ltd
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Mathes Company, Inc.
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AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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Pineridge Advisors LLC
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Centaurus Financial, Inc.
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Lindbrook Capital, Llc
|
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State Of Michigan Retirement System
|
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Exchange Traded Concepts, Llc
|
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Badgley Phelps Wealth Managers, LLC
|
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SOA Wealth Advisors, LLC.
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Strategic Advisors LLC
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|
California Public Employees Retirement System
|
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Welch & Forbes Llc
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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HFM Investment Advisors, LLC
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Webster Bank, N. A.
|
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Boyar Asset Management Inc.
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
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Mercer Global Advisors Inc /adv
|
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State Street Corp
|
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Hotchkis & Wiley Capital Management Llc
|
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Cambridge Investment Research Advisors, Inc.
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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Trust Co Of Toledo Na /oh/
|
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Mirae Asset Global Investments Co., Ltd.
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Capstone Investment Advisors, Llc
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Prudential Plc
|
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Nomura Holdings Inc
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Systematic Financial Management Lp
|
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|
Teacher Retirement System Of Texas
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
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Cigna Investments Inc /new
|
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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NorthRock Partners, LLC
|
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Bokf, Na
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
APG Asset Management N.V.
|
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|
VSM Wealth Advisory, LLC
|
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
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|
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|
Horizon Bancorp Inc /in/
|
|
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|
Community Bank, N.A.
|
|
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|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Vestal Point Capital, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
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|
Burkett Financial Services, Llc
|
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Howard Hughes Medical Institute
|
|
|
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|
|
Trifecta Capital Advisors, LLC
|
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|
Clean Yield Group
|
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|
Crowley Wealth Management, Inc.
|
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Zrc Wealth Management, Llc
|
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|
Maryland Capital Advisors Inc.
|
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|
HighPoint Advisor Group LLC
|
|
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|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
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|
|
Ronald Blue Trust, Inc.
|
|
|
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|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
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|
Delta Financial Group, Inc.
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Pathstone Holdings, LLC
|
|
|
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|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
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|
|
Mascoma Wealth Management LLC
|
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|
|
Jane Street Group, Llc
|
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|
CENTRAL TRUST Co
|
|
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Locust Wood Capital Advisers, Llc
|
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|
Gifford Fong Associates
|
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|
|
Catalytic Wealth RIA, LLC
|
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|
|
Invesco Ltd.
|
|
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|
|
Navigoe, LLC
|
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|
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|
Kozak & Associates, Inc.
|
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|
Perritt Capital Management Inc
|
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Summit Global Investments
|
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|
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Nbt Bank N A /ny
|
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
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|
|
Harbour Capital Advisors, LLC
|
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|
Morse Asset Management, Inc
|
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|
Hedges Asset Management LLC
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
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|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
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|
Ancora Advisors, LLC
|
|
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|
WealthCollab, LLC
|
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|
New England Capital Financial Advisors LLC
|
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|
Royal London Asset Management Ltd
|
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|
Intech Investment Management Llc
|
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
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|
John G Ullman & Associates Inc
|
|
|
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|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
D1 Capital Partners L.P.
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
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Commerce Bank
|
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Legal Advantage Investments, Inc.
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Nemes Rush Group LLC
|
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|
VGI Partners Ltd
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Nvwm, Llc
|
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Lazard Asset Management Llc
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Bessemer Group Inc
|
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Operose Advisors LLC
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Mariner, LLC
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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Vontobel Holding Ltd.
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Bank of New Hampshire
|
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MJT & Associates Financial Advisory Group, Inc.
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Vermillion Wealth Management, Inc.
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Quadrant Private Wealth Management, LLC
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Assenagon Asset Management S.A.
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iA Global Asset Management Inc.
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GeoWealth Management, LLC
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Tsfg, Llc
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Comprehensive Financial Planning, Inc./PA
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Wolverine Trading, Llc
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Luminist Capital LLC
|
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|
Zwj Investment Counsel Inc
|
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Dorsey & Whitney Trust CO LLC
|
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Stonegate Investment Group, LLC
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
Utah Retirement Systems
|
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Valeo Financial Advisors, LLC
|
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Aqr Capital Management Llc
|
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Garde Capital, Inc.
|
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Trustco Bank Corp N Y
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Bank Of Nova Scotia
|
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|
Mufg Securities Americas Inc.
|
|
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
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|
Resources Investment Advisors, LLC.
|
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Platform Technology Partners
|
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Truist Financial Corp
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Asset Planning,Inc
|
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|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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|
OMERS ADMINISTRATION Corp
|
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Gladwyn Financial Advisors, Inc.
|
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Parallel Advisors, LLC
|
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City State Bank
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Cwm, Llc
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Ibex Wealth Advisors
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
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Menora Mivtachim Holdings Ltd.
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
UMA Financial Services, Inc.
|
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Gould Capital, LLC
|
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Caitong International Asset Management Co., Ltd
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
National Wealth Management Group, LLC
|
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Royal Bank Of Canada
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
Spdr S&p 500 Etf Trust
|
|
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|
Carnegie Capital Asset Management, LLC
|
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|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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Investment Management Corp of Ontario
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
Busey Wealth Management
|
|
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
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|
Rothschild Investment Llc
|
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Steadfast Capital Management Lp
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
E Fund Management Co., Ltd.
|
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|
Kings Path Partners LLC
|
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|
Auto-Owners Insurance Co
|
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|
Vanguard Group Inc
|
|
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|
Richard Bernstein Advisors LLC
|
|
|
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|
PKO Investment Management Joint-Stock Co
|
|
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|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Silvercrest Asset Management Group Llc
|
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|
Hemington Wealth Management
|
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Global View Capital Management LLC
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Moisand Fitzgerald Tamayo, LLC
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GIMFX - GMO TRUST - GMO Implementation Fund
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Nisa Investment Advisors, Llc
|
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MAI Capital Management
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
Tudor Investment Corp Et Al
|
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Tevis Investment Management
|
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Financial Management Professionals, Inc.
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Tandem Capital Management Corp /adv
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Peapack Gladstone Financial Corp
|
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Traub Capital Management LLC
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Viawealth, Llc
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Axq Capital, Lp
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Vestor Capital, Llc
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Front Street Capital Management, Inc.
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Cerity Partners LLC
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Graham Capital Management, L.P.
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First Trust Advisors Lp
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
Hartford Financial Management Inc.
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Cornercap Investment Counsel Inc
|
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Game Plan Financial Advisors, LLC
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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Ckw Financial Group
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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Radnor Capital Management, LLC
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Empirical Finance, LLC
|
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Hillcrest Wealth Advisors - NY, LLC
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Citigroup Inc
|
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PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Federated Hermes, Inc.
|
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Horrell Capital Management, Inc.
|
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Resona Asset Management Co.,Ltd.
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Capital Advisors, Ltd. LLC
|
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Bfsg, Llc
|
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Hollencrest Capital Management
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Jacobs Levy Equity Management, Inc
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Sunbelt Securities, Inc.
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Grantham, Mayo, Van Otterloo & Co. LLC
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Uncommon Cents Investing LLC
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Financial Network Wealth Advisors LLC
|
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|
Meridian Investment Counsel Inc.
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Wealthcare Advisory Partners LLC
|
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Fayez Sarofim & Co
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Stratos Wealth Advisors, LLC
|
|
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Mizuho Markets Americas Llc
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Chapman Investment Management, LLC
|
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M&t Bank Corp
|
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UBS Group AG
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Mizuho Securities Usa Llc
|
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Washington Trust Advisors, Inc.
|
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Pfc Capital Group, Inc.
|
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
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|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
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|
|
Sanibel Captiva Trust Company, Inc.
|
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|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
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|
Neuberger Berman Group LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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PineBridge Investments, L.P.
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Texas Permanent School Fund
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Metis Global Partners, LLC
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FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
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Riggs Asset Managment Co. Inc.
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
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SBI Securities Co., Ltd.
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Wealth Preservation Advisors, LLC
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Ferguson Wellman Capital Management, Inc
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Motley Fool Asset Management LLC
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
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Cito Capital Group, LLC
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Schwarz Dygos Wheeler Investment Advisors Llc
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
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Park Place Capital Corp
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Strategic Investment Solutions, Inc. /IL
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Activest Wealth Management
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Gratus Wealth Advisors, LLC
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North Star Investment Management Corp.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
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NJ State Employees Deferred Compensation Plan
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LPL Financial LLC
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National Asset Management, Inc.
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Core Alternative Capital
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Evermay Wealth Management Llc
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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Fifth Third Bancorp
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New York Life Investment Management Llc
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Integrated Advisors Network LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
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PENN SERIES FUNDS INC - Index 500 Fund
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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USS Investment Management Ltd
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Great Lakes Advisors, Llc
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Sei Investments Co
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Petredis Investment Advisors Llc
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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International Assets Investment Management, Llc
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Legacy Wealth Managment, LLC/ID
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Peoples Bank /oh
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Western Wealth Management, LLC
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Victory Capital Management Inc
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Retirement Planning Co of New England, Inc.
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Mount Yale Investment Advisors, LLC
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Bellevue Group AG
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WealthTrust Axiom LLC
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Generali Investments, Management Co LLC
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Bollard Group LLC
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SkyView Investment Advisors, LLC
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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Taikang Asset Management (Hong Kong) Co Ltd
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Robeco Institutional Asset Management B.V.
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
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ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
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Spectrum Wealth Counsel, LLC
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Beacon Pointe Advisors, LLC
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BlackRock ETF Trust - BlackRock Future Health ETF
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Profunds - Profund Vp Bull
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Ostrum Asset Management
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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Galvin, Gaustad & Stein, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
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Stevens Capital Management Lp
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Centricity Wealth Management, LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Global Retirement Partners, LLC
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Close Asset Management Ltd
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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Baxter Bros Inc
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Fairway Wealth LLC
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Kentucky Trust Co
|
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Courier Capital Llc
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Hoey Investments, Inc
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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Seacrest Wealth Management, Llc
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Grimes & Company, Inc.
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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Evolution Wealth Management Inc.
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Glenmede Investment Management, LP
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American National Bank
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
First Horizon Advisors, Inc.
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Ossiam
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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CoreCap Advisors, LLC
|
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Arcus Capital Partners, LLC
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
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Ulland Investment Advisors, LLC
|
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|
First Command Advisory Services, Inc.
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Pinney & Scofield, Inc.
|
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Hager Investment Management Services, Llc
|
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Amalgamated Bank
|
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Your Advocates Ltd., LLP
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Bard Financial Services, Inc.
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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Northern Trust Corp
|
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|
Berkshire Asset Management Llc/pa
|
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
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|
Us Bancorp \de\
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
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|
|
Holocene Advisors, LP
|
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|
Rafferty Asset Management, LLC
|
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|
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|
Hall Laurie J Trustee
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Putney Financial Group LLC
|
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|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
|
|
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|
Richardson Capital Management LLC
|
|
|
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|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
|
Scarborough Advisors, LLC
|
|
|
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|
|
First Western Trust Bank
|
|
|
|
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|
Covestor Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
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|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
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|
Howland Capital Management Llc
|
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|
Leavell Investment Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
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|
|
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|
Van Eck Associates Corp
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
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|
|
Arlington Trust Co LLC
|
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|
Tectonic Advisors Llc
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
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|
Byrne Asset Management LLC
|
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|
D.a. Davidson & Co.
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
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|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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|
Cromwell Holdings LLC
|
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|
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
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|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Hurley Capital, LLC
|
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|
