|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
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|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
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|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
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|
|
Victory Financial Group, Llc
|
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|
Vega Investment Solutions
|
|
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|
Kingsman Wealth Management, Inc.
|
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|
Great Lakes Retirement, Inc.
|
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|
|
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|
Zullo Investment Group, Inc.
|
|
|
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|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
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|
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|
Glenview Trust Co
|
|
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|
Parkside Financial Bank & Trust
|
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|
Jane Street Group, Llc
|
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Carmignac Gestion
|
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|
PayPay Securities Corp
|
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
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|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
Tocqueville Asset Management L.p.
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
AssuredPartners Investment Advisors, LLC
|
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|
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|
|
Waypoint Wealth Partners Inc.
|
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|
Pinnacle Financial Partners Inc
|
|
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
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|
Lazard Freres Gestion S.A.S.
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Selkirk Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
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|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
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|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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|
Davidson Kempner Capital Management Lp
|
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|
Peak6 Llc
|
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|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
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|
Mmbg Investment Advisors Co.
|
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|
Arlington Financial Advisors, LLC
|
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|
Wellington Shields Capital Management, LLC
|
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|
Mitchell Sinkler & Starr/pa
|
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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|
Focused Wealth Management, Inc
|
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|
Great Valley Advisor Group, Inc.
|
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|
Mercer Global Advisors Inc /adv
|
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Norden Group Llc
|
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Islay Capital Management, Llc
|
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|
KWB Wealth
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
Hemington Wealth Management
|
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|
Synergy Financial Group, LTD
|
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|
Pacific Sage Partners, LLC
|
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Asset Planning,Inc
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
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|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
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|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
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|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
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|
|
Scott Marsh Financial, LLC
|
|
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|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Siren, L.L.C.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Rit Capital Partners Plc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Vawter Financial, Ltd.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Peregrine Investment Management Inc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
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|
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D. E. Shaw & Co., Inc.
|
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|
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International Assets Investment Management, Llc
|
|
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
Jackson Square Capital, Llc
|
|
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|
MTM Investment Management, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Klingenstein Fields & Co Lp
|
|
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Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
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|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
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|
Scott & Selber, Inc.
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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TruWealth Advisors, LLC
|
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Waverton Investment Management Ltd
|
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SOA Wealth Advisors, LLC.
|
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|
Rosenberg Matthew Hamilton
|
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V2 Financial group LLC
|
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Boomfish Wealth Group, LLC
|
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Trillium Asset Management, Llc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
Clarius Group, LLC
|
|
|
|
|
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CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
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|
|
Investment Management Corp of Ontario
|
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Ashton Thomas Private Wealth, LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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J. W. Coons Advisors, LLC
|
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Ritholtz Wealth Management
|
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|
CAPROCK Group, Inc.
|
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Cito Capital Group, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
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|
Lion Street Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
Nebula Research & Development LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
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|
Meridian Wealth Advisors, LLC
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
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|
Lone Pine Capital Llc
|
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
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|
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|
Howland Capital Management Llc
|
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|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
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CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
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|
|
Norway Savings Bank
|
|
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Next Capital Management LLC
|
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|
Alkeon Capital Management Llc
|
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Glen Eagle Advisors, LLC
|
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|
Victory Capital Management Inc
|
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Profund Advisors Llc
|
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|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
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|
|
West Family Investments, Inc.
|
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|
Talon Private Wealth, LLC
|
|
|
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|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
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|
|
Compass Capital Management, Inc
|
|
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|
|
Worth Financial Advisory Group, LLC
|
|
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|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
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|
Flagship Harbor Advisors, Llc
|
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|
|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Route One Investment Company, L.P.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
JBR Co Financial Management Inc
|
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|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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|
|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
Centricity Wealth Management, LLC
|
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|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
Northstar Group, Inc.
|
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Invenomic Capital Management LP
|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
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|
Oder Investment Management, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
Renasant Bank
|
|
|
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
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|
TIG Advisors, LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
Gotham Asset Management, LLC
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
Alps Advisors Inc
|
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|
Brown Shipley& Co Ltd
|
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ARS Investment Partners, LLC
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Hengehold Capital Management Llc
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
RiverPark Advisors, LLC
|
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Fayez Sarofim & Co
|
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Philip James Wealth Mangement, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
VestGen Advisors, LLC
|
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
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|
FT Vest Total Return Income Fund: Series A4
|
|
|
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|
TigerOak Management, L.L.C.
|
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|
VeraBank, N.A.
|
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|
Chokshi & Queen Wealth Advisors, Inc
|
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|
Paragon Private Wealth Management, LLC
|
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|
New Republic Capital, LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Barnes Pettey Financial Advisors, Llc
|
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|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
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|
|
Numerai GP LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Watershed Private Wealth Llc
|
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Omnia Family Wealth, LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Aqr Capital Management Llc
|
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|
Retirement Systems of Alabama
|
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|
Resources Management Corp /ct/ /adv
|
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|
Brass Tax Wealth Management, Inc
|
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|
Mill Capital Management, LLC
|
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|
Abn Amro Investment Solutions
|
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|
Decker Retirement Planning Inc.
|
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|
Investment Partners Asset Management, Inc.
|
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|
Foronjy Financial Llc
|
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|
St. Clair Advisors, LLC
|
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|
Philadelphia Trust Co
|
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|
Noble Wealth Management PBC
|
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|
Econ Financial Services Corp
|
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|
Emprise Bank
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
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|
|
|
Central Pacific Bank - Trust Division
|
|
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|
|
Capital Wealth Planning, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Swedbank AB
|
|
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|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
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|
PARK CIRCLE Co
|
|
|
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
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|
Sterling Capital Management LLC
|
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|
|
Delaney Dennis R
|
|
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|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
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|
West Michigan Advisors, Llc
|
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|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
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|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
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|
|
Old Second National Bank Of Aurora
|
|
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|
|
Red Tortoise LLC
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
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|
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|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Beaton Management Co. Inc.
|
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|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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|
Allianzgi Diversified Income & Convertible Fund
|
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|
Groupama Asset Managment
|
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Annis Gardner Whiting Capital Advisors, LLC
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Harrell Investment Partners, Llc
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Caisse De Depot Et Placement Du Quebec
|
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Bestgate Wealth Advisors, LLC
|
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WealthCollab, LLC
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17 Capital Partners, Llc
|
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Key Client Fiduciary Advisors, LLC
|
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Ascent Wealth Partners, LLC
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Cetera Trust Company, N.A
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Atlanta Consulting Group Advisors, LLC
|
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BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
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|
Winthrop Advisory Group LLC
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
GSB Wealth Management, LLC
|
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Westchester Capital Management, Inc.
|
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State of New Jersey Common Pension Fund D
|
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Conscious Wealth Investments, Llc
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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TFR Capital, LLC.
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Morningstar Investment Services LLC
|
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Patrick M Sweeney & Associates, Inc
|
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WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF
|
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State Of Wisconsin Investment Board
|
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Leith Wheeler Investment Counsel Ltd.
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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Estabrook Capital Management
|
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Argent Trust Co
|
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Foster Group, Inc.
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Signature Estate & Investment Advisors Llc
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Forum Financial Management, LP
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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GeoWealth Management, LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Ami Asset Management Corp
|
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IMC-Chicago, LLC
|
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PENN SERIES FUNDS INC - Large Core Growth Fund
|
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Wetherby Asset Management Inc
|
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Capital Advisors Inc/ok
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Mirova US LLC
|
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Icon Wealth Advisors, LLC
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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Trust Co of Kansas
|
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Guggenheim Strategic Opportunities Fund
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Three Seasons Wealth, LLC
|
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Dearborn Partners Llc
|
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Evoke Wealth, Llc
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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Motley Fool Asset Management LLC
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Banque Cantonale Vaudoise
|
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Boreal Capital Management LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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Bellwether Advisors, LLC
|
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Harvest Fund Management Co., Ltd
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Financial Engines Advisors L.L.C.
|
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Taikang Asset Management (Hong Kong) Co Ltd
|
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PAX Financial Group, LLC
|
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Consilium Wealth Advisory, LLC
|
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Parkworth Wealth Management, Inc.
|
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Atom Investors LP
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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iA Global Asset Management Inc.
|
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Mizuho Securities Usa Llc
|
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LGT Fund Management Co Ltd.
|
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Associated Banc-corp
|
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Wormser Freres Gestion
|
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Segment Wealth Management, LLC
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
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|
Sandy Spring Bank
|
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Journey Advisory Group, LLC
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
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|
Putney Financial Group LLC
|
|
|
|
|
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
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Captrust Financial Advisors
|
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Everett Harris & Co /ca/
|
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|
Kennedy Investment Group
|
|
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|
Virtue Capital Management, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
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|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
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|
CSM Advisors, LLC
|
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|
Argent Advisors, Inc.
|
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|
Farringdon Capital, Ltd.
|
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|
Mogy Joel R Investment Counsel Inc
|
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|
WFA of San Diego, LLC
|
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|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
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|
Janus Henderson Group Plc
|
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|
APG Asset Management US Inc.
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
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|
Dynamic Technology Lab Private Ltd
|
|
|
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|
HB Wealth Management, LLC
|
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|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
CTC Alternative Strategies, Ltd.
|
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|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Evanson Asset Management, LLC
|
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|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
MayTech Global Investments, LLC
|
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|
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Diamond Hill Capital Management Inc
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
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|
Sax Wealth Advisors, Llc
|
|
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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Rokos Capital Management LLP
|
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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Intech Investment Management Llc
|
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ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
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|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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Shelton Capital Management
|
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Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
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|
|
Summit Asset Management, LLC
|
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|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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Capstone Investment Advisors, Llc
|
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|
State Board Of Administration Of Florida Retirement System
|
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Blue Bell Private Wealth Management, Llc
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
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|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
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|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
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|
V-Square Quantitative Management LLC
|
|
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|
We Are One Seven, LLC
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
Windsor Capital Management, LLC
|
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City Holding Co
|
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Liberty One Investment Management, Llc
|
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OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
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|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
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|
Fortress Private Ledger, Llc
|
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|
|
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|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
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|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
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|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
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|
Integrity Alliance, Llc.
|
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|
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|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Hyperion Asset Management Ltd
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
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Country Trust Bank
|
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|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
Cypress Capital Group
|
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|
Choate Investment Advisors
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
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|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Mission Wealth Management, Lp
|
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|
Global X Japan Co., Ltd.
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Asahi Life Asset Management Co., Ltd.
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Quadrant Capital Group Llc
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|
Magnetar Financial LLC
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Wd Rutherford Llc
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Glynn Capital Management Llc
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Czech National Bank
|
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MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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Byrne Financial Freedom, Llc
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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|
1620 Investment Advisors, Inc.
|
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Fourth Dimension Wealth, LLC
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Tripletail Wealth Management, LLC
|
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|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
SGL Investment Advisors, Inc.
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RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
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Millington Financial Advisors, LLC
|
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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|
Jfs Wealth Advisors, Llc
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Vermillion Wealth Management, Inc.
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Arbor Capital Management Inc /adv
|
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Eastern Bank
|
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|
Franklin Resources Inc
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New York State Common Retirement Fund
|
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Bell Investment Advisors, Inc
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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|
Scharf Investments, Llc
|
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Steel Peak Wealth Management LLC
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WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
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|
Hm Payson & Co
|
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
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|
Wahed Invest LLC
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Ithaka Group Llc
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Harbor Advisors LLC
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Kayne Anderson Rudnick Investment Management Llc
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Dana Investment Advisors, Inc.
|
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Amundi
|
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|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
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|
Chesley Taft & Associates LLC
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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Appleton Partners Inc/ma
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Stamos Capital Partners, L.p.
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L1 Capital Pty Ltd
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
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|
Mirae Asset Securities (usa) Inc.
|
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KDT Advisors, LLC
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
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|
Unique Wealth, Llc
|
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Foster Victor Wealth Advisors, LLC
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Alpha Wealth Funds, LLC
|
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Kuhn & Co Investment Counsel
|
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KBC Group NV
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Sovereign Financial Group, Inc.
|
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Beck Capital Management, Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
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|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
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|
Beech Hill Advisors, Inc.
|
|
|
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|
Coppell Advisory Solutions LLC
|
|
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|
|
Ethos Financial Group, LLC
|
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|
Hickory Asset Management, Inc.
|
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|
Frazier Financial Advisors, LLC
|
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|
Granite FO LLC
|
|
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|
Norges Bank
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
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|
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|
PFS Partners, LLC
|
|
|
|
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|
Avory & Company, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Novo Holdings A/S
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
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|
|
Martingale Asset Management L P
|
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|
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|
|
Mainstay Capital Management Llc /adv
|
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|
|
|
|
Account Management LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Kensico Capital Management Corp
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Core Alternative Capital
|
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Sagespring Wealth Partners, Llc
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Sage Mountain Advisors LLC
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LJI Wealth Management, LLC
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Smartleaf Asset Management LLC
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Diversified Trust Co
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Brian Low Financial Group, Llc
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JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
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CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
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Resources Investment Advisors, LLC.
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Redmond Asset Management, LLC
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Truist Financial Corp
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Allstate Corp
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GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
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Pflug Koory, LLC
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Copia Wealth Management
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Legal Advantage Investments, Inc.
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Lewis Asset Management, LLC
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
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BlackDiamond Wealth Management Inc.
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Focus Financial Network, Inc.
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Klp Kapitalforvaltning As
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
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Pandora Wealth, Inc.
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CBOE Vest Financial, LLC
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Azzad Asset Management Inc /adv
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Evercore Wealth Management, LLC
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AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
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Archford Capital Strategies, LLC
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Blossom Wealth Management
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
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Clean Yield Group
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Avion Wealth
|
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REAP Financial Group, LLC
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CLOU - Global X Funds - Global X Cloud Computing ETF
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
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Whittier Trust Co
|
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Lionshead Wealth Management, LLC
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Everhart Financial Group, Inc.
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Palumbo Wealth Management LLC
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Knights of Columbus Asset Advisors LLC
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
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Pacer Advisors, Inc.
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Quadrant Private Wealth Management, LLC
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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Covenant Partners, LLC
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TOWER TRUST & INVESTMENT Co
|
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Oregon Pacific Wealth Management, LLC
|
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Spurstone Advisory Services, LLC
|
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CIBC World Markets Inc.
|
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Triad Wealth Partners, LLC
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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Nuveen, LLC
|
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JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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Assetmark, Inc
|
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Fernbridge Capital Management Lp
|
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Accredited Wealth Management, LLC
|
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Palestra Capital Management LLC
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
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SG Americas Securities, LLC
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Quest Investment Management Llc
|
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Susquehanna Portfolio Strategies, LLC
|
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Fifth Third Bancorp
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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Harel Insurance Investments & Financial Services Ltd.
|
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|
Clal Insurance Enterprises Holdings Ltd
|
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|
GFG Capital, LLC
|
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|
Kelly Lawrence W & Associates Inc/ca
|
|
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|
GAMMA Investing LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
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|
AXS Investments LLC
|
|
|
|
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|
Boyd Watterson Asset Management Llc/oh
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
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|
ExodusPoint Capital Management, LP
|
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|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
First Community Trust Na
|
|
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|
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|
State Street Corp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
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|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
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|
Northern Financial Advisors Inc
|
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Cornerstone Wealth Group, LLC
|
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Next Century Growth Investors Llc
|
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Kirtland Hills Capital Management, Llc
|
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Blair William & Co/il
|
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Financial Insights, Inc.
|
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Royal Fund Management, LLC
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
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|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
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|
Concurrent Investment Advisors, LLC
|
|
|
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
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SlateStone Wealth, LLC
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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Dover Advisors, Llc
|
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AMG National Trust Bank
|
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ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
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Farther Finance Advisors, LLC
|
|
|
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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|
Valeo Financial Advisors, LLC
|
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|
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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Itau Unibanco Holding S.A.
|
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National Bank Of Canada /fi/
|
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Sound Income Strategies, LLC
|
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SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Blueshift Asset Management, LLC
|
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Cibc World Markets Corp
|
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Rps Advisory Solutions Llc
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Raiffeisen Bank International AG
|
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DiNuzzo Private Wealth, Inc.
|
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Norinchukin Bank, The
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Morton Community Bank
|
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Profunds - Profund Vp Technology
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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Anchor Capital Advisors Llc
|
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Westpac Banking Corp
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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Jag Capital Management, Llc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Arbor Trust Wealth Advisors, Llc
|
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Avidian Wealth Solutions, LLC
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
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Alpha Family Trust
|
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
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Rothschild Capital Partners, LLC
|
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Balentine LLC
|
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BKD Wealth Advisors, LLC
|
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FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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Mattson Financial Services, LLC
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Benin Management CORP
|
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Connecticut Wealth Management, LLC
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1776 Wealth LLC
|
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First Merchants Corp
|
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Legacy Financial Strategies, LLC
|
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AE Wealth Management LLC
|
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SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
|
|
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|
Five Oceans Advisors
|
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Stone House Investment Management, LLC
|
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Christopher J. Hasenberg, Inc
|
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PICTET BANK & TRUST Ltd
|
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|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
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|
Highline Wealth Partners Llc
|
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Private Wealth Asset Management, LLC
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
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Access Investment Management LLC
|
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|
First PREMIER Bank
|
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|
Lighthouse Investment Partners, LLC
|
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Nikko Asset Management Americas, Inc.
|
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White Knight Strategic Wealth Advisors, LLC
|
|
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|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
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|
Rothschild Investment Llc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
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|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
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|
|
|
Alight Capital Management LP
|
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McCarthy Grittinger Financial Group, LLC
|
|
|
|
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Andina Capital Management, LLC
|
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|
|
Commerzbank Aktiengesellschaft /fi
|
|
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|
|
ASB Consultores, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
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|
|
|
King Wealth
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
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|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
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|
|
Breakwater Investment Management
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
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American Capital Advisory, LLC
|
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|
Smith Group Asset Management, LLC
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
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|
Fwl Investment Management, Llc
|
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|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
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|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Gladius Capital Management LP
|
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|
LCM Capital Management Inc
|
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PrairieView Partners, LLC
|
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Brady Martz Wealth Solutions, LLC
|
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Alpha Cubed Investments, LLC
|
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MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Kennebec Savings Bank
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Founders Financial Alliance, LLC
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Johnson Investment Counsel Inc
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ValueAct Holdings, L.P.
|
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Qube Research & Technologies Ltd
|
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AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
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|
Adell Harriman & Carpenter Inc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
Venturi Wealth Management, LLC
|
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Okabena Investment Services Inc
|
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Quaker Wealth Management, LLC
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Burkett Financial Services, Llc
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Gryphon Financial Partners LLC
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Kavar Capital Partners Group, Llc
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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Knollwood Investment Advisory, LLC
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Sage Rhino Capital Llc
|
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Cable Hill Partners, LLC
|
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QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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|
Sovran Advisors, LLC
|
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IronOak Wealth LLC.
|
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DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
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|
Bay Rivers Group
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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MetLife Investment Management, LLC
|
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DHJJ Financial Advisors, Ltd.
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Baillie Gifford & Co
|
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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SJS Investment Consulting Inc.
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Putnam Fl Investment Management Co
|
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Blackrock Enhanced Global Dividend Trust
|
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|
Moss Adams Wealth Advisors LLC
|
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HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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|
Coston, McIsaac & Partners
|
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Parcion Private 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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|
Mn Services Vermogensbeheer B.V.
|
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Dorsey & Whitney Trust CO LLC
|
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Mairs & Power Inc
|
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Caliber Wealth Management, LLC / KS
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
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|
Sphera Management Technology Funds Ltd
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
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|
Clifford Group, LLC
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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|
Investors Research Corp
|
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Select Equity Group, L.P.
|
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|
Nearwater Capital Markets, Ltd
|
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Optas, LLC
|
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|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
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|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
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|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
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|
Robertson Stephens Wealth Management, LLC
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
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|
North Berkeley Wealth Management, LLC
|
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|
Sora Investors Llc
|
|
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|
Eisler Capital Management Ltd.
|
|
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|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
RD Finance Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Advyzon Investment Management, LLC
|
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BankPlus Trust Department
|
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Marex Group plc
|
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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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|
PFG Advisors
|
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|
Hilltop National Bank
|
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|
Rossby Financial, LCC
|
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Nbt Bank N A /ny
|
|
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|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
Clear Street Llc
|
|
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|
Peoples Bank/KS
|
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Congress Wealth Management LLC / DE /
|
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|
Manufacturers Life Insurance Company, The
|
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|
First Command Advisory Services, Inc.
|
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|
RPG Investment Advisory, LLC
|
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|
BluePath Capital Management, LLC
|
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|
D'Orazio & Associates, Inc.
|
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Park Place Capital Corp
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Crews Bank & Trust
|
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|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
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|
|
|
Paladin Advisory Group, LLC
|
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|
|
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Cookson Peirce & Co Inc
|
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|
|
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
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|
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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|
|
Novem Group
|
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Louisbourg Investments Inc.
|
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Elk River Wealth Management, LLC
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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Gen-Wealth Partners Inc
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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|
|
|
|
Annex Advisory Services, LLC
|
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|
|
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Rockline Wealth Management, LLC
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
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Columbus Hill Capital Management, L.P.
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Spdr Dow Jones Industrial Average Etf Trust
|
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M&t Bank Corp
|
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|
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|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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Cerity Partners LLC
|
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Hobbs Wealth Management, LLC
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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Gitterman Wealth Management, LLC
|
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J.w. Cole Advisors, Inc.
|
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Doliver Advisors, Lp
|
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W.H. Cornerstone Investments Inc.
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Oak Hill Wealth Advisors, Llc
|
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Disciplina Capital Management LLC
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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Exchange Traded Concepts, Llc
|
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MidWestOne Financial Group, Inc.
|
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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Essex Savings Bank
|
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Copley Financial Group, Inc.
|
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Journey Strategic Wealth Llc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
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DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
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Cascades Capital Asset Management, LLC
|
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Richard W. Paul & Associates, LLC
|
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Ascent Group, LLC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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Seacrest Wealth Management, Llc
|
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LOM Asset Management Ltd
|
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Mediolanum International Funds Ltd
|
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MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
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|
|
Soltis Investment Advisors LLC
|
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|
Longview Partners (Guernsey) LTD
|
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|
Strategic Global Advisors, LLC
|
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|
Chemung Canal Trust Co
|
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|
M3 Advisory Group, LLC
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ProVise Management Group, LLC
|
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|
|
Selective Wealth Management, Inc.
|
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|
Pittenger & Anderson Inc
|
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|
Mackenzie Financial Corp
|
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|
Sierra Capital LLC
|
|
|
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|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Xn Lp
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
One Madison Group Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
TenCore Partners, LP
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
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|
Empirical Asset Management, LLC
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
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|
Castle Rock Wealth Management, LLC
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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|
Talbot Financial, LLC
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
Carr Financial Group Corp
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Holderness Investments Co
|
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|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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Savoie Capital LLC
|
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
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|
Miracle Mile Advisors, LLC
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Jupiter Asset Management Ltd
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Crewe Advisors LLC
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Archer Investment Corp
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Perbak Capital Partners LLP
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
|
|
Strategic Wealth Designers
|
|
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|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Baader Bank INC
|
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China Universal Asset Management Co., Ltd.
|
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Gamco Investors, Inc. Et Al
|
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Jennison Associates Llc
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
Joel Isaacson & Co., LLC
|
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|
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|
Florida Financial Advisors, Llc
|
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|
Three Bridge Wealth Advisors, LLC
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
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|
Verition Fund Management LLC
|
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|
Ally Financial Inc.
|
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VAPPX - VALIC Co I - Capital Appreciation Fund
|
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BXM Wealth LLC
|
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|
Motco
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
|
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|
Alua Capital Management LP
|
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|
RiverGlades Family Offices LLC
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Alley Investment Management Company, LLC
|
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|
Hillsdale Investment Management Inc.
|
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|
Dempze Nancy E
|
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Investment House Llc
|
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Ssi Investment Management Llc
|
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Ferguson Wellman Capital Management, Inc
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
May Barnhard Investments LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Van Hulzen Asset Management, LLC
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
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|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
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|
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|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
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|
|
Jump Financial, LLC
|
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|
Voya Prime Rate Trust
|
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|
Canvas Wealth Advisors, LLC
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Patron Partners Advisors, Llc
|
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|
|
Knott David M Jr
|
|
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|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
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|
Ossiam
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
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|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
ATOMVEST Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
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MorganRosel Wealth Management, LLC
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IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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|
Williams Jones Wealth Management, LLC.
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|
Spire Wealth Management
|
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|
Cove Private Wealth, LLC
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|
Penserra Capital Management LLC
|
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|
New Insight Wealth Advisors
|
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
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|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
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|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Northwest Capital Management Inc
|
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|
Horizon Investments, LLC
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|
Howard Capital Management Group, LLC
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|
Elyxium Wealth, LLC
|
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|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
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|
CNB Bank
|
|
|
|
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|
IFS Advisors, LLC
|
|
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Turtle Creek Wealth Advisors, LLC
|
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Capstone Triton Financial Group, LLC
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|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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|
Callan Capital, LLC
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First Foundation Advisors
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Fiduciary Alliance LLC
|
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|
B&l Asset Management Llc
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|
Bruce G. Allen Investments, LLC
|
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|
Vision Financial Markets Llc
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CGC Financial Services, LLC
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First Eagle Investment Management, LLC
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Watts Gwilliam & Co., LLC
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|
Talisman Wealth Advisors LLC
|
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|
Square Wave Partners, L.P.
|
|
|
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
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|
Crowley Wealth Management, Inc.
|
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|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
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|
|
Tompkins Financial Corp
|
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|
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|
|
Webster Bank, N. A.
|
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|
Virtu Financial LLC
|
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|
HMS Capital Management, LLC
|
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|
Clark Asset Management, LLC
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Cornerstone Wealth Management, LLC
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|
QTR Family Wealth, LLC
|
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|
Kornitzer Capital Management Inc /ks
|
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|
Trilogy Capital Inc.
|
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|
Stephenson National Bank & Trust
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Lmp Capital & Income Fund Inc.
|
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|
Tradition Wealth Management, LLC
|
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|
Lido Advisors, LLC
|
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|
3Chopt Investment Partners, LLC
|
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|
|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
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|
Silphium Asset Management Ltd
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
Team Financial Group, LLC
|
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|
Beacon Financial Group
|
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|
Advisor OS, LLC
|
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|
Sherbrooke Park Advisers Llc
|
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|
Silicon Valley Capital Partners
|
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|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
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|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Point72 Hong Kong Ltd
|
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Voloridge Investment Management, Llc
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Missouri Trust & Investment Co
|
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K.J. Harrison & Partners Inc
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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Arvest Bank Trust Division
|
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Voleon Capital Management Lp
|
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Union Savings Bank
|
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Bienville Capital Management, LLC
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Cardiff Park Advisors, Llc
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Bank Of Montreal /can/
|
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RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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First Financial Bank - Trust Division
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Brown Brothers Harriman & Co
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Teza Capital Management LLC
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S&co Inc
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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Atalanta Sosnoff Capital, Llc
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Spectrum Planning & Advisory Services Inc.
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Dynamic Wealth Strategies, LLC
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Walleye Trading LLC
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Capital Asset Advisory Services LLC
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
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Profunds - Profund Vp Internet
|
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Greystone Financial Group, LLC
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Colony Group, LLC
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Anb Bank
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Promus Capital, LLC
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Ci Investments Inc.
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Waddell & Associates, Llc
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M&G Plc
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Alliance Wealth Advisors, LLC
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One Wealth Capital Management, Llc
|
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Fsb Premier Wealth Management, Inc.
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Crumly & Associates Inc.
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Parnassus Investments /ca
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Magellan Asset Management Ltd
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Facet Wealth, Inc.
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Pitcairn Co
|
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Integrated Investment Consultants, LLC
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XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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Sfmg, Llc
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Forte Capital Llc /adv
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FCG Investment Co
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Healthcare Of Ontario Pension Plan Trust Fund
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Cooper Financial Group
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
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Pioneer Wealth Management Group
|
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Hazlett, Burt & Watson, Inc.
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Sky Investment Group LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Brinker Capital Investments, LLC
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
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McIlrath & Eck, LLC
|
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PDS Planning, Inc
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Sterling Investment Advisors, Ltd.
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
Strategic Investment Solutions, Inc. /IL
|
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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Darlington Partners Capital Management, Lp
|
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Aviance Capital Partners, LLC
|
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Ironwood Investment Management Llc
|
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Susquehanna International Group, Llp
|
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Inceptionr Llc
|
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Persium Advisors, LLC
|
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Strategic Wealth Partners, Ltd.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Avalon Trust Co
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Hantz Financial Services, Inc.
|
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Standard Life Aberdeen plc
|
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|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
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|
Guinness Asset Management LTD
|
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VCULX - VALIC Co I - Growth Fund
|
|
|
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|
Beaumont Financial Advisors, LLC
|
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|
Argonautica Private Wealth Management, Inc
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Valley Brook Capital Group, Inc.
|
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|
Guardian Partners Inc.
|
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|
Hartford Investment Management Co
|
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|
Frisch Financial Group, Inc.
|
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|
Ted Buchan & Co
|
|
|
|
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|
Bristlecone Advisors, LLC
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Morangie Management LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Canoe Financial LP
|
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|
Delta Investment Management, LLC
|
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|
Anfield Capital Management, LLC
|
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|
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|
|
Renaissance Technologies Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
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|
|
|
|
Advocate Group Llc
|
|
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|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
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|
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|
|
Farmers & Merchants Investments Inc
|
|
|
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|
|
Graham Capital Management, L.P.
|
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|
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Cromwell Holdings LLC
|
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|
Corient IA LLC
|
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|
Kcm Investment Advisors Llc
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
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|
Orrstown Financial Services Inc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
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|
ABLE Financial Group, LLC
|
|
|
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|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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|
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|
Candriam Luxembourg S.C.A.
|
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|
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Mayflower Financial Advisors, LLC
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
D.a. Davidson & Co.
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
|
Graphene Investments SAS
|
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|
VanderPol Investments L.L.C.
|
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|
Austin Private Wealth, LLC
|
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|
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|
|
Prostatis Group LLC
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
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|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
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|
Horizon Financial Services, Llc
|
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|
EDENTREE ASSET MANAGEMENT Ltd
|
|
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|
Midland Wealth Advisors Llc
|
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|
Meeder Asset Management Inc
|
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|
Arkadios Wealth Advisors
|
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|
Abner Herrman & Brock Llc
|
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|
|
Agf Management Ltd
|
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|
Guardian Asset Advisors, LLC
|
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|
Sterling Investment Counsel, LLC
|
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|
Fort Point Capital Partners LLC
|
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|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
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|
Insight Advisors, LLC/ PA
|
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Delap Wealth Advisory, Llc
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Bfsg, Llc
|
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|
Point72 Asset Management, L.P.
|
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|
Muirfield Wealth Advisors Llc
|
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|
Nicholas Investment Partners, LP
|
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|
Nisa Investment Advisors, Llc
|
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|
AdvisorNet Financial, Inc
|
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|
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|
Ransom Advisory, Ltd
|
|
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|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
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|
Geneva Capital Management Llc
|
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|
IFG Advisors, LLC
|
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|
PineBridge Investments, L.P.
|
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|
Herbst Group, Llc
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Proem Advisors LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Legacy CG, LLC
|
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Occidental Asset Management, LLC
|
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|
Lowe Wealth Advisors, LLC
|
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|
F/M Investments LLC
|
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|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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|
Roberts Glore & Co Inc /il/
|
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|
Tri-continental Corp
|
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E. Ohman J:or Asset Management AB
|
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First Trust Advisors Lp
|
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Nordea Investment Management Ab
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Ecofi Investissements Sa
|
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Front Row Advisors LLC
|
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|
Financial Gravity Companies, Inc.
|
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|
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|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Gries Financial Llc
|
|
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|
|
Prentice Wealth Management LLC
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
|
Revisor Wealth Management LLC
|
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|
Atria Wealth Solutions, Inc.
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Burney Co/
|
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JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
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Balyasny Asset Management Llc
|
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Stablepoint Partners, LLC
|
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Granite Investment Partners, LLC
|
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|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
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Fullerton Fund Management Co Ltd
|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Soundwatch Capital LLC
|
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|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
|
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
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Adams Diversified Equity Fund, Inc.
|
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|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
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|
Weiss Asset Management LP
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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Simon Quick Advisors, Llc
|
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|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
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|
Umpqua Bank
|
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Hager Investment Management Services, Llc
|
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Nomura Asset Management Co Ltd
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Dagco, Inc.
|
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4wealth Advisors, Inc.
|
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Hudson Valley Investment Advisors Inc /adv
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
Heritage Wealth Advisors
|
|
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|
Kempen Capital Management N.v.
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
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|
|
Thomasville National Bank
|
|
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|
Bingham Private Wealth, Llc
|
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Riverbridge Partners Llc
|
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Davidson Investment Advisors
|
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|
Alerus Financial Na
|
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|
Johnson Financial Group, Inc.
|
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Intermede Investment Partners Ltd
|
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|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
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|
|
Fulton Breakefield Broenniman Llc
|
|
|
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|
|
RAM Investment Partners, LLC
|
|
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|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
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|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
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|
|
Hartford Funds Management Co LLC
|
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|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
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|
|
Actiam N.v.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
McAlister, Sweet & Associates, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Spence Asset Management
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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Salem Investment Counselors Inc
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Cyr Financial Inc.
|
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First Heartland Consultants, Inc.
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
Quantum Financial Advisors, LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
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|
Vivaldi Capital Management, LLC
|
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|
IronBridge Private Wealth, LLC
|
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Charter Research & Investment Group, Inc.
|
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|
Primecap Management Co/ca/
|
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OneAscent Financial Services LLC
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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|
Postrock Partners Llc
|
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|
Swiss National Bank
|
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|
Aaron Wealth Advisors LLC
|
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|
Vulcan Value Partners, LLC
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Lebenthal Global Advisors, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
Evolution Advisers, Inc.
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Nishkama Capital, LLC
|
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Citizens National Bank Trust Department
|
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|
Smith Anglin Financial, LLC
|
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|
Azimuth Capital Investment Management LLC
|
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|
Mcrae Capital Management Inc
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
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|
Artisan Partners Limited Partnership
|
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|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
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|
Railway Pension Investments Ltd
|
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|
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|
Mach-1 Financial Group, Inc.
|
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DMG Group, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
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|
Brighton Jones Llc
|
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|
Counterweight Ventures, LLC
|
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|
Css Llc/il
|
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Lineweaver Wealth Advisors, LLC
|
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|
Rehmann Capital Advisory Group
|
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Compton Wealth Advisory Group, LLC
|
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|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
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|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Acorns Advisers, LLC
|
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Ako Capital Llp
|
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EntryPoint Capital, LLC
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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|
Inscription Capital, LLC
|
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|
Glass Jacobson Investment Advisors llc
|
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|
Wealthspire Advisors, LLC
|
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|
Shoker Investment Counsel, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Financial Management Professionals, Inc.
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Ballentine Partners, LLC
|
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Securian Asset Management, Inc
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
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|
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|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
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|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
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|
Archvest Wealth Advisors, Inc.
|
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Reuter James Wealth Management, Llc
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
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DJE Kapital AG
|
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MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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|
ClearAlpha Technologies LP
|
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|
Patton Fund Management, Inc.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
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|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
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|
Arrowroot Family Office, LLC
|
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|
Bedel Financial Consulting, Inc.
|
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|
Continuum Advisory, LLC
|
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|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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|
|
Sivia Capital Partners, LLC
|
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|
Gilbert & Cook, Inc.
|
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|
Berger Financial Group, Inc
|
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|
Welch Group, LLC
|
|
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|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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|
Ingalls & Snyder Llc
|
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|
Cunning Capital Partners, LP
|
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|
Goodman Advisory Group, LLC
|
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|
|
Gilliland Jeter Wealth Management LLC
|
|
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|
|
|
Oddo Bhf Asset Management Sas
|
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|
Principle Wealth Partners Llc
|
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|
Bank Of Stockton
|
|
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|
Twin City Private Wealth, Llc
|
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|
GFI Investment Counsel Ltd.
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Copperleaf Capital, LLC
|
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|
Hutchens & Kramer Investment Management Group, LLC
|
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|
|
Moody National Bank Trust Division
|
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|
|
Ethic Inc.
|
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|
HAP Trading, LLC
|
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|
Madison Park Capital Advisors, LLC
|
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|
Fairscale Capital, LLC
|
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|
|
Sierra Summit Advisors Llc
|
|
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|
|
|
Pure Financial Advisors, Inc.
|
|
|
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|
|
Convergence Financial, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
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|
|
Tableaux Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
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|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Starboard Value LP
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
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Barings Llc
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Shum Financial Group, Inc.
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DnB Asset Management AS
|
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WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
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AGH Wealth Advisors, LLC
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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|
L2 Asset Management, LLC
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River Road Asset Management, LLC
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Lombard Odier Asset Management (Switzerland) SA
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Mb, Levis & Associates, Llc
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Stock Yards Bank & Trust Co
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Enterprise Financial Services Corp
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Seven Springs Wealth Group, LLC
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Nova Wealth Management, Inc.
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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Fulcrum Asset Management LLP
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Somerset Group LLC
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FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF
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Ostrum Asset Management
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Advantage Advisers Xanthus Fund, L.l.c.
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Financial Network Wealth Advisors LLC
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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Moody Lynn & Lieberson, Llc
|
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GURU - Global X Funds - Global X Guru Index ETF
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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Grove Bank & Trust
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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Alyeska Investment Group, L.P.
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Forte Asset Management Llc
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First Financial Corp /in/
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CFO4Life Group, LLC
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Baker Tilly Financial, Llc
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Fairvoy Private Wealth, LLC
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IFP Advisors, Inc
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DLK Investment Management, LLC
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Capital International Ltd /ca/
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David J Yvars Group
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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EverSource Wealth Advisors, LLC
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Alta Advisers Ltd
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Alta Capital Management Llc/
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
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Handelsbanken Fonder AB
|
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Neuberger Berman Next Generation Connectivity Fund Inc.
|
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Marcum Wealth, LLC
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Boyer & Corporon Wealth Management, LLC
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Portside Wealth Group, LLC
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FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
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Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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Legacy Wealth Managment, LLC/ID
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Riverview Trust Co
|
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Princeton Global Asset Management LLC
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EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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Bridgewater Associates, LP
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Dnca Finance
|
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Fifth Third Wealth Advisors LLC
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Raab & Moskowitz Asset Management LLC
|
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JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
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Leelyn Smith, LLC
|
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GHP Investment Advisors, Inc.
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Accurate Wealth Management, LLC
|
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Forbes J M & Co Llp
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Marks Group Wealth Management, Inc
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Tealwood Asset Management Inc
|
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World Equity Group, Inc.
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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Harmony Asset Management Llc
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
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|
Romano Brothers And Company
|
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|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
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|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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|
New Hampshire Trust
|
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
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|
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|
Ulland Investment Advisors, LLC
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
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|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
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|
|
|
Encompass Wealth Advisors, Llc
|
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|
HighVista Strategies LLC
|
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|
Epiq Partners, Llc
|
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
Clear Street Markets Llc
|
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|
Hill Island Financial Llc
|
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|
Boston Common Asset Management, LLC
|
|
|
|
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|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
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First Citizens Bank & Trust Co
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Mount Yale Investment Advisors, LLC
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
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