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Steel Peak Wealth Management LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Avion Wealth
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Vontobel Holding Ltd.
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Grimes & Company, Inc.
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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Optas, LLC
|
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Toronto Dominion Bank
|
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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|
State of New Jersey Common Pension Fund D
|
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|
Bahl & Gaynor Inc
|
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Flagship Harbor Advisors, Llc
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Ameriflex Group, Inc.
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Fox Run Management, L.l.c.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Susquehanna International Group, Llp
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Profunds - Profund Vp Ultrabull
|
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|
Brick & Kyle, Associates
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Penserra Capital Management LLC
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Hudson Value Partners, LLC
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Archer Investment Corp
|
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CBIZ Investment Advisory Services, LLC
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Plante Moran Financial Advisors, LLC
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Tradewinds Capital Management, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Financial Freedom, LLC
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Rakuten Investment Management, Inc.
|
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Catalyst Funds Management Pty Ltd
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Cornerstone Planning Group LLC
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Crake Asset Management LLP
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Marshall Wace, Llp
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Alpine Bank Wealth Management
|
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Dunhill Financial, LLC
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
BlackRock, Inc.
|
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Venture Visionary Partners LLC
|
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FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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B&l Asset Management Llc
|
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Mufg Securities Americas Inc.
|
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NEOS Investment Management LLC
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Prosperity Consulting Group, LLC
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Bokf, Na
|
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|
California State Teachers Retirement System
|
|
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|
Wingate Wealth Advisors, Inc.
|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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Bangor Savings Bank
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Alps Advisors Inc
|
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Gateway Wealth Partners, LLC
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Van Den Berg Management I, Inc
|
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Red Door Wealth Management, LLC
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Empower Advisory Group, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
Professional Financial Advisors, LLC
|
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Independent Solutions Wealth Management, LLC
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
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Investment House Llc
|
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Hallmark Capital Management Inc
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Belpointe Asset Management LLC
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Allworth Financial LP
|
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|
New Mexico Educational Retirement Board
|
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
Banco Santander, S.A.
|
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|
Abner Herrman & Brock Llc
|
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|
Wedbush Securities Inc
|
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|
Resources Investment Advisors, LLC.
|
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|
First Command Advisory Services, Inc.
|
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|
Evelyn Partners Investment Management LLP
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
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|
Amalgamated Bank
|
|
|
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|
American National Bank
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
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|
CIBC Private Wealth Group, LLC
|
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|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
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|
|
Cwm, Llc
|
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|
ADAPT Investment Managers SA
|
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|
Liontrust Investment Partners LLP
|
|
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|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
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|
Eventide Asset Management, Llc
|
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|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Ghisallo Capital Management LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
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Intech Investment Management Llc
|
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IFM Investors Pty Ltd
|
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|
Legacy Capital Wealth Management, Llc
|
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|
Creative Planning
|
|
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|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
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|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
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|
Eqis Capital Management, Inc.
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
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|
Clear Harbor Asset Management, LLC
|
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|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
|
|
|
Snowden Capital Advisors LLC
|
|
|
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|
Stephens Inc /ar/
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
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|
Hanson & Doremus Investment Management
|
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|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
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|
Avondale Wealth Management
|
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|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
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|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
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|
|
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|
ASR Vermogensbeheer N.V.
|
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|
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|
Stephens Consulting, LLC
|
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|
|
Point72 (DIFC) Ltd
|
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|
Anchor Investment Management, LLC
|
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|
AE Wealth Management LLC
|
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|
Great West Life Assurance Co /can/
|
|
|
|
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|
Diversify Advisory Services, LLC
|
|
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Goldman Sachs Group Inc
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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|
Strategic Advocates LLC
|
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|
|
Farmers & Merchants Investments Inc
|
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|
Trajan Wealth LLC
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Lpwm Llc
|
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
Atria Investments Llc
|
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Trust Co Of Toledo Na /oh/
|
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Patten & Patten Inc/tn
|
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Harbour Investments, Inc.
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
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|
Harwood Advisory Group, LLC
|
|
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|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
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|
|
|
Ancora Advisors, LLC
|
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|
We Are One Seven, LLC
|
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|
Fairscale Capital, LLC
|
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
DJE Kapital AG
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
|
Advisors Management Group Inc /adv
|
|
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|
Carmignac Gestion
|
|
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|
Asset Management Group, Inc.
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
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|
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|
Thoroughbred Financial Services, Llc
|
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|
|
Shorepoint Capital Partners LLC
|
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|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
RD Finance Ltd
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
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Simplex Trading, Llc
|
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Aspen Grove Capital, LLC
|
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LMR Partners LLP
|
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|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
Trust Point Inc.
|
|
|
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|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Golden State Equity Partners
|
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|
|
Thrivent Financial For Lutherans
|
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|
Vantage Financial Partners, LLC
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Cache Advisors, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
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|
Tanager Wealth Management LLP
|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
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|
|
Merit Financial Group, LLC
|
|
|
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|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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Parisi Gray Wealth Management
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
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|
Larson Financial Group LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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Synovus Financial Corp
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Public Employees Retirement Association Of Colorado
|
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J. Safra Sarasin Holding AG
|
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Bnp Paribas Arbitrage, Sa
|
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Institutional Investment Strategy Fund
|
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Arista Wealth Management, LLC
|
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Candriam Luxembourg S.C.A.
|
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
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Neuberger Berman Next Generation Connectivity Fund Inc.
|
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Aquatic Capital Management LLC
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Summit Trail Advisors, Llc
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Burling Wealth Partners, Llc
|
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Sagespring Wealth Partners, Llc
|
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Squarepoint Ops LLC
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Mariner, LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
First Commonwealth Financial Corp /pa/
|
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BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Foster & Motley Inc
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
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|
Concentric Capital Strategies, LP
|
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Future Fund LLC
|
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Archford Capital Strategies, LLC
|
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Asset Management One Co., Ltd.
|
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|
Oppenheimer Asset Management Inc.
|
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West Paces Advisors Inc.
|
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Bogart Wealth, LLC
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Swedbank AB
|
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|
Putnam Fl Investment Management Co
|
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|
NewEdge Wealth, LLC
|
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|
Allred Capital Management, LLC
|
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|
Keybank National Association/oh
|
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|
G&S Capital LLC
|
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|
Steinberg Asset Management Llc
|
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|
Asset Dedication, LLC
|
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|
Elkhorn Partners Limited Partnership
|
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|
Essex Financial Services, Inc.
|
|
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|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
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|
|
|
First Hawaiian Bank
|
|
|
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|
Country Trust Bank
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Norges Bank
|
|
|
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|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
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|
|
TD Capital Management LLC
|
|
|
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|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
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|
Beaumont Financial Advisors, LLC
|
|
|
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Hartford Investment Management Co
|
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TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
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|
Profunds - Profund Vp Large-cap Value
|
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|
Jackson Square Capital, Llc
|
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Wolverine Trading, Llc
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
Rsm Us Wealth Management Llc
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bLong Financial, LLC
|
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Jane Street Group, Llc
|
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Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
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|
3Chopt Investment Partners, LLC
|
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Integrity Financial Corp /WA
|
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CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
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|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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Hantz Financial Services, Inc.
|
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Achmea Investment Management B.V.
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Parsons Capital Management Inc/ri
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Jain Global LLC
|
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United Capital Financial Advisers, Llc
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|
Beaton Management Co. Inc.
|
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LOM Asset Management Ltd
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Intact Investment Management Inc.
|
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Sivia Capital Partners, LLC
|
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Quadrature Capital Ltd
|
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|
WASHINGTON TRUST Co
|
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CarsonAllaria Wealth Management, Ltd.
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
Profund Advisors Llc
|
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Krs Capital Management, Llc
|
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BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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|
Brinker Capital Investments, LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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Integrated Wealth Concepts LLC
|
|
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|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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|
Enzi Wealth
|
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|
KBC Group NV
|
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Webster Bank, N. A.
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
|
Ballentine Partners, LLC
|
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|
Kovack Advisors, Inc.
|
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|
Financial Engines Advisors L.L.C.
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
Atwood & Palmer Inc
|
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|
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|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
Ashton Thomas Securities, Llc
|
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Orion Capital Management LLC
|
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PayPay Securities Corp
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
North Star Investment Management Corp.
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
CMT Capital Markets Trading GmbH
|
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|
CoreCap Advisors, LLC
|
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|
Humankind Investments LLC
|
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|
Affinity Investment Advisors, Llc
|
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AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
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|
Mcdonald Partners Llc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
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|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
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|
Smartleaf Asset Management LLC
|
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|
Viking Fund Management Llc
|
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|
Schroder Investment Management Group
|
|
|
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|
GAMMA Investing LLC
|
|
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
|
|
Lsv Asset Management
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
De Lisle Partners LLP
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Cito Capital Group, LLC
|
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|
Wealth Effects Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
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|
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|
Hartland & Co., LLC
|
|
|
|
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|
Fortem Financial Group, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
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|
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|
Laurion Capital Management LP
|
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|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
Paradigm Asset Management Co Llc
|
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|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Ellevest, Inc.
|
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|
Blue Owl Capital Holdings LP
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Alden Global Capital LLC
|
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|
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|
Wells Fargo & Company/mn
|
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Level Four Advisory Services, Llc
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
Atomi Financial Group, Inc.
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
|
apricus wealth, LLC
|
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|
|
Auto-Owners Insurance Co
|
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|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
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|
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio
|
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|
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|
Glenmede Investment Management, LP
|
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|
Highlander Partners, L.P.
|
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|
First Horizon Advisors, Inc.
|
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|
Alta Advisers Ltd
|
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|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
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|
Group One Trading, L.p.
|
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|
Congress Park Capital LLC
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
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|
|
Kendall Capital Management
|
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|
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|
|
Verition Fund Management 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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|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Shellback Capital, LP
|
|
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|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Michael & Susan Dell Foundation
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Grand Alliance Asset Management Ltd
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
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|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
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|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
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|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
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|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
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|
Facet Wealth, Inc.
|
|
|
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|
Sunbelt Securities, Inc.
|
|
|
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|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Hampton Road Capital Management LP
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
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Beacon Capital Management, LLC
|
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Hohimer Wealth Management, Llc
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Janus Henderson Group Plc
|
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Avantax Advisory Services, Inc.
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Securian Asset Management, Inc
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ORG Partners LLC
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Spinnaker Trust
|
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Bard Financial Services, Inc.
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Aries Wealth Management
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Evoke Wealth, Llc
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National Asset Management, Inc.
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IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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TD Waterhouse Canada Inc.
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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Lido Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Louisiana State Employees Retirement System
|
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Hudson Canyon Capital Management
|
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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Groupama Asset Managment
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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Nuveen, LLC
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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First Pacific Advisors, LP
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Bank Of Montreal /can/
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Baker Avenue Asset Management, LP
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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TKG Advisors, LLC
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Icon Wealth Advisors, LLC
|
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IFS Advisors, 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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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Sound Income Strategies, LLC
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Arkadios Wealth Advisors
|
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Alpha Family Trust
|
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Chicago Capital, LLC
|
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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Financial Network Wealth Management LLC
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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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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Golden State Wealth Management, LLC
|
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Coston, McIsaac & Partners
|
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James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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Qrg Capital Management, Inc.
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REAP Financial Group, LLC
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Two Sigma Securities, Llc
|
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Sentinel Pension Advisors Inc
|
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Capital Fund Management S.a.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Alamar Capital Management, LLC
|
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TFC Financial Management
|
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Montgomery Investment Management Inc
|
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Quest 10 Wealth Builders, Inc.
|
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Principle Wealth Partners Llc
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Gould Capital, LLC
|
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|
Financial Sense Advisors, Inc.
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
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|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Gotham Asset Management, LLC
|
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NorthCrest Asset Manangement, LLC
|
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Sky Investment Group LLC
|
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
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|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
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|
Alan B. Lancz & Associates, Inc.
|
|
|
|
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|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
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|
Empowered Funds, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
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|
Valley National Advisers Inc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
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|
Traub Capital Management LLC
|
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|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
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|
|
Greenleaf Trust
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
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Colonial Trust Co / SC
|
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Trust Investment Advisors
|
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|
|
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|
Quadrant Private Wealth Management, LLC
|
|
|
|
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|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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|
Westside Investment Management, Inc.
|
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
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|
Spdr S&p 500 Etf Trust
|
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|
Addison Capital Co
|
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|
Arlington Capital Management, Inc.
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J.w. Cole Advisors, Inc.
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NewSquare Capital LLC
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VCULX - VALIC Co I - Growth Fund
|
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|
Contravisory Investment Management, Inc.
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POM Investment Strategies, LLC
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Evergreen Capital Management Llc
|
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BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
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|
Aaron Wealth Advisors LLC
|
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|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
Bradley Foster & Sargent Inc/ct
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|
Garrison Point Advisors, Llc
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
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|
Sigma Planning Corp
|
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Integrated Advisors Network LLC
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|
Signet Financial Management, Llc
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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|
Elite Wealth Management, Inc.
|
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Park Place Capital Corp
|
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Alerus Financial Na
|
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Panagora Asset Management Inc
|
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
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|
|
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|
Andra AP-fonden
|
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Veracity Capital LLC
|
|
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Zions Bancorporation, National Association /ut/
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Harbour Capital Advisors, LLC
|
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|
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|
Massmutual Trust Co Fsb/adv
|
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|
Armstrong Advisory Group, Inc
|
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|
Credit Agricole S A
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
MidWestOne Financial Group, Inc.
|
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
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|
Adell Harriman & Carpenter Inc
|
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|
Monument Capital Management
|
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MCF Advisors LLC
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
Raleigh Capital Management Inc.
|
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Ninepoint Partners LP
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
HBK Sorce Advisory LLC
|
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Capital A Wealth Management, LLC
|
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WFA of San Diego, LLC
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Iron Horse Wealth Management, LLC
|
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|
Monetary Management Group Inc
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Great Lakes Retirement, Inc.
|
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|
Public Sector Pension Investment Board
|
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|
Beverly Hills Private Wealth, LLC
|
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|
Point72 Asset Management, L.P.
|
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|
Silvercrest Asset Management Group Llc
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|
Modus Advisors, LLC
|
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|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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WealthTrak Capital Management LLC
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Axxcess Wealth Management, Llc
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Ritholtz Wealth Management
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Texas Yale Capital Corp.
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Morse Asset Management, Inc
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Actinver Wealth Management, Inc.
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Brevan Howard Capital Management LP
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Ramirez Asset Management, Inc.
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Summit Financial, LLC
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Hardy Reed LLC
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ProShare Advisors LLC
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Berbice Capital Management LLC
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
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Captrust Financial Advisors
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Bragg Financial Advisors, Inc
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Guyasuta Investment Advisors Inc
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Richard C. Young & CO., LTD.
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
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American Century Companies Inc
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
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Mmbg Investment Advisors Co.
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Thompson Investment Management, Inc.
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Qsemble Capital Management, LP
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Volterra Technologies LP
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
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International Assets Investment Management, Llc
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GK Wealth Management LLC
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
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Umb Bank N A/mo
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WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
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Tompkins Financial Corp
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
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Mizuho Securities Usa Llc
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HighPoint Advisor Group LLC
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National Bank Of Canada /fi/
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Generali Investments, Management Co LLC
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
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D.a. Davidson & Co.
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Primecap Management Co/ca/
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Rollins Financial Advisors, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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Axq Capital, Lp
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Institute for Wealth Management, LLC.
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
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Bruce G. Allen Investments, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Gables Capital Management Inc.
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
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Occudo Quantitative Strategies Lp
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FSA Wealth Management LLC
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Cynosure Management, Llc
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Hancock Prospecting Pty Ltd
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TCG Advisory Services, LLC
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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NOSIX - Northern Funds - Northern Stock Index Fund
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Beese Fulmer Investment Management, Inc.
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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McGowan Group Asset Management, Inc.
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Quadrant Capital Group Llc
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Johnson Investment Counsel Inc
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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Pinnacle Bancorp, Inc.
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Kovitz Investment Group Partners, LLC
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Farther Finance Advisors, LLC
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M.e. Allison & Co., Inc.
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
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Mork Capital Management, LLC
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Horizon Investments, LLC
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Union Square Park Capital Management, LLC
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Laurel Wealth Advisors LLC
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Adviser Investments LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
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RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
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Wealthspire Advisors, LLC
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Meiji Yasuda Asset Management Co Ltd.
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Bank Of America Corp /de/
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Parcion Private Wealth LLC
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Atlas Capital Advisors Llc
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JT Stratford LLC
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Nitorum Capital, L.P.
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CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
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High Net Worth Advisory Group LLC
|
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Turtle Creek Wealth Advisors, LLC
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MWA Asset Management
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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D'Orazio & Associates, Inc.
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Livforsakringsbolaget Skandia, Omsesidigt
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