|
Pallas Capital Advisors LLC
|
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|
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|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
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|
|
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|
Quarry LP
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
Beaumont Financial Advisors, LLC
|
|
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
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|
|
OMNI 360 Wealth, Inc.
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Regents Gate Capital LLP
|
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|
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|
Hixon Zuercher, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
|
|
Coastline Trust Co
|
|
|
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|
Coldstream Capital Management Inc
|
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|
Valeo Financial Advisors, LLC
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|
Stone Point Wealth LLC
|
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DnB Asset Management AS
|
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B. Metzler seel. Sohn & Co. AG
|
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Catalyst Financial Partners Llc
|
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Athena Investment Management
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Aviance Capital Partners, LLC
|
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|
Sig Brokerage, Lp
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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|
Soundwatch Capital LLC
|
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|
D. E. Shaw & Co., Inc.
|
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|
Fullcircle Wealth Llc
|
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Cooper Financial Group
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Summit Trail Advisors, Llc
|
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|
Qsemble Capital Management, LP
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
|
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|
O'Brien Wealth Partners LLC
|
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|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Baker Ellis Asset Management LLC
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
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|
|
Maren Capital LLC
|
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
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|
Brighton Jones Llc
|
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|
Atomi Financial Group, Inc.
|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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|
Brinker Capital Investments, LLC
|
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
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|
MAI Capital Management
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
Shelton Capital Management
|
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|
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|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
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|
Old National Bancorp /in/
|
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|
Capital Fund Management S.a.
|
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|
Benjamin Edwards Inc
|
|
|
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|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
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|
|
Optimum Investment Advisors
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
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|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
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|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Keebeck Alpha, LP
|
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|
Sagespring Wealth Partners, Llc
|
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
Hartford Investment Management Co
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
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|
|
Curat Global, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
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|
Parkworth Wealth Management, Inc.
|
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|
Scientech Research LLC
|
|
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|
Altshuler Shaham Ltd
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
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|
Texas Capital Bancshares Inc/tx
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
Chicago Capital, LLC
|
|
|
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|
Axa S.a.
|
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|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
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|
Montag A & Associates Inc
|
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|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
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|
Machina Capital S.a.s.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Green Harvest Asset Management LLC
|
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|
Rhumbline Advisers
|
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|
Mackenzie Financial Corp
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Boothbay Fund Management, Llc
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Frontier Capital Management Co Llc
|
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Congress Wealth Management LLC / DE /
|
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Capital Analysts, Inc.
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Founders Financial Alliance, LLC
|
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
PFS Partners, LLC
|
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Kraematon Investment Advisors, Inc
|
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Campbell Newman Asset Management Inc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
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|
National Bank Of Canada /fi/
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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Aigen Investment Management, Lp
|
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Mutual Of America Capital Management Llc
|
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|
Advisor OS, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
Profunds - Profund Vp Technology
|
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|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Avantax Advisory Services, Inc.
|
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|
Graypoint LLC
|
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|
Banque Cantonale Vaudoise
|
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Concentric Capital Strategies, LP
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Onefund, Llc
|
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Institute for Wealth Management, LLC.
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
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|
|
Cornerstone Planning Group LLC
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
Alpha Family Trust
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
Tower View Investment Management & Research LLC
|
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|
|
Barnes Dennig Private Wealth Management LLC
|
|
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|
Cottonwood Capital Advisors, Llc
|
|
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|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
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|
WPG Advisers, LLC
|
|
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|
|
Segment Wealth Management, LLC
|
|
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|
|
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
|
|
|
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|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
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|
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|
Mn Services Vermogensbeheer B.V.
|
|
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|
|
NewSquare Capital LLC
|
|
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|
|
Accurate Wealth Management, LLC
|
|
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|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
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|
|
Elm Partners Management LLC
|
|
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|
|
Commerzbank Aktiengesellschaft /fi
|
|
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|
XTX Topco Ltd
|
|
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|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
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|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
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|
|
APG Asset Management US Inc.
|
|
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|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
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|
|
Kovack Advisors, Inc.
|
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|
Investment Management Corp of Ontario
|
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|
Pines Wealth Management, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
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|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
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|
|
Dundas Partners LLP
|
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|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
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|
|
Eagle Bay Advisors LLC
|
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|
|
Newbridge Financial Services Group, Inc.
|
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Concurrent Investment Advisors, LLC
|
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Rockland Trust Co
|
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Amundi
|
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|
Alps Advisors Inc
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Crew Capital Management, Ltd.
|
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Callan Capital, LLC
|
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Huntleigh Advisors, Inc.
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
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|
Trifecta Capital Advisors, LLC
|
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Krane Funds Advisors LLC
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Epoch Investment Partners, Inc.
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Financial Alternatives, Inc
|
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|
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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|
EHP Funds Inc.
|
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EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
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|
New Age Alpha Advisors, LLC
|
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|
Versant Capital Management, Inc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Diversify Advisory Services, LLC
|
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|
Kempen Capital Management N.v.
|
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|
SRN Advisors, LLC
|
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Asset Dedication, LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
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|
Compass Ion Advisors, LLC
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
New Hampshire Trust
|
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|
Peapack Gladstone Financial Corp
|
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Blue Edge Capital, LLC
|
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PAX Financial Group, LLC
|
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|
Thompson Investment Management, Inc.
|
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Swan Global Investments, LLC
|
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JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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|
LRI Investments, LLC
|
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|
Atlas Capital Advisors Llc
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
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|
CFO4Life Group, LLC
|
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|
Rathbone Brothers plc
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Elo Mutual Pension Insurance Co
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
|
Greykasell Wealth Strategies, Inc.
|
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|
Swedbank AB
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
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|
Howard Capital Management Inc.
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Joho Capital Llc
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Laurus Investment Counsel Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
CTF Capital Management, LP
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
M&t Bank Corp
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Arete Wealth Advisors, LLC
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Howard Wealth Management, Llc
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Walleye Trading LLC
|
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Brant Point Investment Management Llc
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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Ronald Blue Trust, Inc.
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Csenge Advisory Group
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Invesco Ltd.
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Tredje AP-fonden
|
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Fayez Sarofim & Co
|
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Greenwich Wealth Management LLC
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KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Matrix Asset Advisors Inc/ny
|
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Resona Asset Management Co.,Ltd.
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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Texas Permanent School Fund
|
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Howard Hughes Medical Institute
|
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Veritas Investment Partners (UK) Ltd.
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Longbow Finance SA
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Checchi Capital Advisers, LLC
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SOUTH STATE Corp
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Wood Tarver Financial Group, LLC
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Franklin Resources Inc
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Lazard Freres Gestion S.A.S.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Heartland Bank & Trust Co
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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Arjuna Capital
|
|
|
|
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RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
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Md Sass Investors Services Inc
|
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Norinchukin Bank, The
|
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Liontrust Investment Partners LLP
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Arrowstreet Capital, Limited Partnership
|
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Atlantic Private Wealth, LLC
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waypoint wealth counsel
|
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Chatham Capital Group, Inc.
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Garde Capital, Inc.
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Wallace Advisory Group, LLC
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Verition Fund Management LLC
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Accel Wealth Management
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Group One Trading, L.p.
|
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Hardy Reed LLC
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Johnson Financial Group, Inc.
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Nbt Bank N A /ny
|
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Highline Wealth Partners Llc
|
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Mascoma Wealth Management LLC
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GW&K Investment Management, LLC
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Burling Wealth Partners, Llc
|
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Vanguard Capital Wealth Advisors
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
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Howe & Rusling Inc
|
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Redmond Asset Management, LLC
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Private Advisor Group, LLC
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Fidelis Capital Partners, LLC
|
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MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
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KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
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Greenleaf Trust
|
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
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|
Frank, Rimerman Advisors LLC
|
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Arrow Financial Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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|
Drucker Wealth 3.0, LLC
|
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|
Seven Mile Advisory
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
Optas, LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Alkeon Capital Management Llc
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Weatherly Asset Management L. P.
|
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Jacobsen Capital Management
|
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|
Brown Brothers Harriman & Co
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
Transce3nd, LLC
|
|
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|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
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|
Cary Street Partners Financial Llc
|
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|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
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|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
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|
HighTower Advisors, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Renaissance Group Llc
|
|
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|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Bares Capital Management, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Smithfield Trust Co
|
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|
Canada Pension Plan Investment Board
|
|
|
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|
Keebeck Wealth Management, LLC
|
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|
PayPay Securities Corp
|
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|
ROSS\JOHNSON & Associates LLC
|
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|
CBOE Vest Financial, LLC
|
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|
McAdam, LLC
|
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|
Jensen Investment Management Inc
|
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|
Affinity Investment Advisors, Llc
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
North Star Investment Management Corp.
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
Fox Run Management, L.l.c.
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Prudential Financial Inc
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Strategy Asset Managers Llc
|
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Inscription Capital, LLC
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|
New Mexico Educational Retirement Board
|
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GAMMA Investing LLC
|
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Edgestream Partners, L.P.
|
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|
Dudley & Shanley, Inc.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
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|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
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|
Indiana Trust & Investment Management CO
|
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Woodstock Corp
|
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Oxford Asset Management Llp
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Dearborn Partners Llc
|
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Zeno Equity Partners LLP
|
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Toronto Dominion Bank
|
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Clal Insurance Enterprises Holdings Ltd
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Fortress Financial Solutions, LLC
|
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Florida Financial Advisors, Llc
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Torray Llc
|
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|
Atalan Capital Partners, LP
|
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Wealth Preservation Advisors, LLC
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
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|
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|
Bridgefront Capital, LLC
|
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|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
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|
Koss-Olinger Consulting, LLC
|
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|
Meridian Wealth Management, LLC
|
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|
Binnacle Investments Inc
|
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Keel Point, LLC
|
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JustInvest LLC
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Kaufman Rossin Wealth, LLC
|
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Parkside Financial Bank & Trust
|
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CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Evermay Wealth Management Llc
|
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|
Resonant Capital Advisors, LLC
|
|
|
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|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
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|
Forsta Ap-fonden
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
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Shell Asset Management Co
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Reuter James Wealth Management, Llc
|
|
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|
Symphony Financial, Ltd. Co.
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
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|
|
|
Two Sigma Investments, Lp
|
|
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|
Crossmark Global Holdings, Inc.
|
|
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|
Korea Investment CORP
|
|
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|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
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Maven Securities LTD
|
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Bank of New York Mellon Corp
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VCI Wealth Management LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Caliber Wealth Management, LLC / KS
|
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South Dakota Investment Council
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
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|
Marvin & Palmer Associates Inc
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
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Williams Jones Wealth Management, LLC.
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PENN SERIES FUNDS INC - Large Cap Growth Fund
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|
First Manhattan Co
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Armis Advisers, LLC
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Crestwood Advisors Group LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
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DekaBank Deutsche Girozentrale
|
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Barclays Plc
|
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Atria Wealth Solutions, Inc.
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Prelude Capital Management, Llc
|
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Keystone Investors Pte Ltd
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
WealthTrak Capital Management LLC
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Westport Asset Management Inc
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TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
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Lecap Asset Management Ltd
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
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|
Zacks Investment Management
|
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Capital International Investors
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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Oribel Capital Management, LP
|
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Tritonpoint Wealth, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Adage Capital Partners Gp, L.l.c.
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
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Golden State Equity Partners
|
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Latko Wealth Management, Ltd.
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Nwam Llc
|
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Barrett & Company, Inc.
|
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Welch & Forbes Llc
|
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McIlrath & Eck, LLC
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Aspect Partners, LLC
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City Center Advisors, LLC
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Thoroughbred Financial Services, Llc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
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|
Bokf, Na
|
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|
Morgan Stanley
|
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Penobscot Investment Management Company, Inc.
|
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Wedge Capital Management L L P/nc
|
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|
Nova R Wealth, Inc.
|
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Estabrook Capital Management
|
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EverSource Wealth Advisors, LLC
|
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|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
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|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
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|
Spire Wealth Management
|
|
|
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|
Sone Capital Management, LLC
|
|
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PDS Planning, Inc
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
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|
Rosenberg Matthew Hamilton
|
|
|
|
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|
Voya Investment Management Llc
|
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|
Creative Capital Management Investments LLC
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
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|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
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|
Natixis Advisors, L.p.
|
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Capstone Investment Advisors, Llc
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Amanah Holdings Trust
|
|
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|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
|
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
Merit Financial Group, LLC
|
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Trust Co Of Toledo Na /oh/
|
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|
Mitchell Capital Management Co
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
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|
Portside Wealth Group, LLC
|
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Ingalls & Snyder Llc
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
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|
NWK Group, Inc.
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Kestra Investment Management, LLC
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
Taylor Frigon Capital Management LLC
|
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Perigon Wealth Management, LLC
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
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Putnam Fl Investment Management Co
|
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
Krilogy Financial LLC
|
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Counterpoint Mutual Funds LLC
|
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LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Horizon Financial Services, Llc
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Tema Etfs Llc
|
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|
Hancock Whitney Corp
|
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John Hancock Funds II - Science & Technology Fund Class NAV
|
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First Foundation Advisors
|
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Ellsworth Advisors, LLC
|
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Keystone Financial Services
|
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Baer Investment Advisory LLC
|
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Senator Investment Group LP
|
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Jones Financial Companies Lllp
|
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Financial Network Wealth Advisors LLC
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Wolff Wiese Magana Llc
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Banco Santander, S.A.
|
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Tower Bridge Advisors
|
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11 Capital Partners LP
|
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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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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Kesler, Norman & Wride, LLC
|
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Perennial Advisors, LLC
|
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|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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BLI - Banque de Luxembourg Investments
|
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|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
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|
Cypress Advisory Group LLC
|
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|
|
Baker Chad R
|
|
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|
Ayrshire Capital Management LLC
|
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|
Aaron Wealth Advisors LLC
|
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|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
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|
Canopy Partners, LLC
|
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|
Generali Asset Management SPA SGR
|
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Vestmark Advisory Solutions, Inc.
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
Gateway Investment Advisers Llc
|
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|
Catalyst Capital Advisors LLC
|
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|
Janus Henderson Group Plc
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
|
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|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
Benson Investment Management Company, Inc.
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
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|
|
Quotient Wealth Partners, LLC
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
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|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
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|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
Painted Porch Advisors LLC
|
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|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
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|
Kestra Private Wealth Services, Llc
|
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|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Independent Wealth Network Inc.
|
|
|
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|
Trust Co Of Oklahoma
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Profund Advisors Llc
|
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|
Simplex Trading, Llc
|
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|
Quaker Wealth Management, LLC
|
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|
Schroder Investment Management Group
|
|
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|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
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|
McGlone Suttner Wealth Management, Inc.
|
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Blue Bell Private Wealth Management, Llc
|
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CWM Advisors, LLC
|
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Achmea Investment Management B.V.
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
IHT Wealth Management, LLC
|
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Charles Schwab Investment Management Inc
|
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Wealth Alliance
|
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Moran Wealth Management, LLC
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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Evelyn Partners Asset Management Ltd
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
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|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
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|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
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|
Groupe la Francaise
|
|
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Dogwood Wealth Management LLC
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Omega Financial Group, LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Bartlett & Co. Wealth Management Llc
|
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AlphaCore Capital LLC
|
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Nicolet Advisory Services, Llc
|
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Circle Wealth Management, LLC
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
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Madison Asset Management, LLC
|
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Port Capital LLC
|
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KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
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New York State Common Retirement Fund
|
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Bank Of Nova Scotia
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
Titleist Asset Management, Llc
|
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Eqis Capital Management, Inc.
|
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First National Bank of Hutchinson
|
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PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
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|
Warren Averett Asset Management, LLC
|
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Townsquare Capital Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Pinnacle Associates Ltd
|
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Albion Financial Group /ut
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Evoke Wealth, Llc
|
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Spears Abacus Advisors LLC
|
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Guardian Capital Lp
|
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J. Safra Sarasin Holding AG
|
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Gardner Lewis Asset Management L P
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
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|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
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|
Vanguard Group Inc
|
|
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|
|
American Trust
|
|
|
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|
Kcm Investment Advisors Llc
|
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DiNuzzo Private Wealth, Inc.
|
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Point72 Asset Management, L.P.
|
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|
Boston Private Wealth Llc
|
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|
Stock Portfolio - Stock Portfolio
|
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|
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|
|
Appleton Partners Inc/ma
|
|
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|
Envestnet Asset Management Inc
|
|
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|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
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|
Rehmann Capital Advisory Group
|
|
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|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Talos Asset Management LP
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
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Exencial Wealth Advisors, Llc
|
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|
Congress Asset Management Co /ma
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
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|
|
Bayesian Capital Management, LP
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
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|
Montag & Caldwell, Llc
|
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|
|
|
|
Impact Capital Partners LLC
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
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|
Fred Alger Management, Llc
|
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Canada Post Corp Registered Pension Plan
|
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|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Platinum Investment Management Ltd
|
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YANKCOM Partnership
|
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Tokio Marine Asset Management Co Ltd
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Mml Investors Services, Llc
|
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|
Klp Kapitalforvaltning As
|
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Outlook Wealth Advisors, LLC
|
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|
LS Investment Advisors, LLC
|
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|
Cache Advisors, LLC
|
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Prosperity Consulting Group, LLC
|
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Bay Harbor Wealth Management, LLC
|
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Riverwater Partners LLC
|
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Ipswich Investment Management Co., Inc.
|
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SageView Advisory Group, LLC
|
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Engineers Gate Manager LP
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
Austin Private Wealth, LLC
|
|
|
|
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|
SS&H Financial Advisors, Inc.
|
|
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
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|
Aquatic Capital Management LLC
|
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|
|
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
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|
Huntington National Bank
|
|
|
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|
Natural Investments, Llc
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
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|
Kestra Advisory Services, LLC
|
|
|
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|
|
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF
|
|
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|
|
|
Wedbush Securities Inc
|
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|
NorthCrest Asset Manangement, LLC
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
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|
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|
Burney Co/
|
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Securian Asset Management, Inc
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
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|
Wick Capital Partners, LLC
|
|
|
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|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
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|
Evergreen Capital Management Llc
|
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|
Fox Hill Wealth Management
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
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|
|
Donoghue Forlines LLC
|
|
|
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|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
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|
China Universal Asset Management Co., Ltd.
|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
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|
Advisory Alpha, LLC
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
AustralianSuper Pty Ltd
|
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|
Index Fund Advisors, Inc.
|
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|
Moody Lynn & Lieberson, Llc
|
|
|
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|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
|
AdvisorNet Financial, Inc
|
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|
FineMark National Bank & Trust
|
|
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|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
FengHe Fund Management Pte. Ltd.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Analog Century Management LP
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Alpine Global Management, LLC
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
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|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
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|
Concord Wealth Partners
|
|
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|
Td Private Client Wealth Llc
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
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|
CFS Investment Advisory Services, LLC
|
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|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
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|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
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|
Capital Research Global Investors
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
|
Ubs Asset Management Americas Inc
|
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|
EdgeRock Capital LLC
|
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|
Raymond James Financial Inc
|
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Northwest Wealth Management, Llc
|
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Vontobel Holding Ltd.
|
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|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
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|
Rappaport Reiches Capital Management, LLC
|
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|
Pictet Asset Management Holding SA
|
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|
Monte Financial Group, LLC
|
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|
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|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
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|
Perbak Capital Partners LLP
|
|
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|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
|
Global Retirement Partners, LLC
|
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|
Empirical Finance, LLC
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Logan Capital Management Inc
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Meeder Asset Management Inc
|
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|
Gabelli Funds Llc
|
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|
Saybrook Capital /nc
|
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|
Wayfinding Financial, LLC
|
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|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
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|
|
Tidemark, LLC
|
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|
|
Cetera Investment Advisers
|
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Fiduciary Group LLC
|
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|
Bnp Paribas
|
|
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|
Pacific Center for Financial Services
|
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FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
|
Asset Management One Co., Ltd.
|
|
|
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|
|
Callan Family Office, LLC
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
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|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
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|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
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|
|
|
Mission Wealth Management, Lp
|
|
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|
|
Scott Marsh Financial, LLC
|
|
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|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
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|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
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|
|
Moors & Cabot, Inc.
|
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|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
ULTRA SERIES FUND - Mid Cap Fund Class I
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
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Oak Ridge Investments Llc
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Catalyst Funds Management Pty Ltd
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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La Banque Postale Asset Management SA
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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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Harbour Investments, Inc.
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Glenview Trust Co
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Voloridge Investment Management, Llc
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united american securities inc. (d/b/a uas asset management)
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Fmr Llc
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Syon Capital Llc
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Alecta Pensionsforsakring, Omsesidigt
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Cherry Tree Wealth Management, LLC
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
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First National Bank Of Omaha
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Mesirow Financial Investment Management, Inc.
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Beacon Investment Advisory Services, Inc.
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Lewis Asset Management, LLC
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Alamar Capital Management, LLC
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Mizuho Securities Usa Llc
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Warburton Capital Management, LLC
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
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BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
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BI Asset Management Fondsmaeglerselskab A/S
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PDT Partners, LLC
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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Bamco Inc /ny/
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Dunhill Financial, LLC
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Goldstein Advisors, LLC
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Nbc Securities, Inc.
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Wbh Advisory Inc
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Charter Trust Co
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Intech Investment Management Llc
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CBIZ Investment Advisory Services, LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Assenagon Asset Management S.A.
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Man Group plc
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Tower Wealth Partners, Inc.
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Bank Julius Baer & Co. Ltd, Zurich
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Wedmont Private Capital
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
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Gabelli Multimedia Trust Inc.
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Parr Mcknight Wealth Management Group, Llc
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Diversified Trust Co
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Beverly Hills Private Wealth, LLC
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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Chilton Investment Co Llc
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J. W. Coons Advisors, LLC
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Bridge Creek Capital Management LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Advantage Advisers Xanthus Fund, L.l.c.
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Copeland Capital Management, LLC
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Tobam
|
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Massachusetts Financial Services Co /ma/
|
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Sands Capital Management, Llc
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BCS Wealth Management
|
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Banque Transatlantique SA
|
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BancorpSouth Bank
|
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Fedenia Advisers LLC
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Grimes & Company, Inc.
|
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|
Arkadios Wealth Advisors
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Tcw Group Inc
|
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|
Community Trust & Investment Co
|
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Capital Planning Advisors, LLC
|
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|
Palisades Hudson Asset Management, L.P.
|
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
Manitou Investment Management Ltd.
|
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|
Morris Retirement Advisors, LLC
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Retirement Systems of Alabama
|
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|
Mattern Capital Management, Llc
|
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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|
Buckhead Capital Management Llc
|
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|
Proficio Capital Partners LLC
|
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|
Lynch & Associates/in
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
