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Patten & Patten Inc/tn
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Alta Capital Management Llc/
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Accurate Wealth Management, LLC
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Putnam Fl Investment Management Co
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Crawford Investment Counsel Inc
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Us Bancorp \de\
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Arete Wealth Advisors, LLC
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
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Drive Wealth Management, Llc
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Ogorek Anthony Joseph /ny/ /adv
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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E Fund Management Co., Ltd.
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
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Canvas Wealth Advisors, LLC
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Genus Capital Management Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
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Yoffe Investment Management, LLC
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Integrated Wealth Concepts LLC
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Fishman Jay A Ltd/mi
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EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
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Moody Lynn & Lieberson, Llc
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LGT Financial Advisors LLC
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Candriam Luxembourg S.C.A.
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Sumitomo Mitsui DS Asset Management Company, Ltd
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FPACX - FPA FUNDS TRUST - FPA Crescent Fund
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Stratos Wealth Advisors, LLC
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Mowery & Schoenfeld Wealth Management, LLC
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VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
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Calamos Long/Short Equity & Dynamic Income Trust
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Concurrent Investment Advisors, LLC
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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Venture Visionary Partners LLC
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Bell Investment Advisors, Inc
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D.a. Davidson & Co.
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Sumitomo Mitsui Trust Holdings, Inc.
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
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Old National Bancorp /in/
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Parkside Financial Bank & Trust
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Capital Asset Advisory Services LLC
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Cornerstone Planning Group LLC
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Deutsche Bank Ag\
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Optiver Holding B.V.
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EverSource Wealth Advisors, LLC
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Private Advisor Group, LLC
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Canandaigua National Bank & Trust Co
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New York State Teachers Retirement System
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Credit Agricole S A
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Manufacturers Life Insurance Company, The
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Wolff Wiese Magana Llc
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NEOS Investment Management LLC
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Rockland Trust Co
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Twin Tree Management, LP
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Stephens Inc /ar/
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Secure Asset Management, LLC
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GKV Capital Management Co., Inc.
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Security National Bank
|
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Fort Point Capital Partners LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Brookstone Capital Management
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Qube Research & Technologies Ltd
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Dunhill Financial, LLC
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Handelsbanken Fonder AB
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Marcum Wealth, LLC
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Consolidated Investment Group LLC
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Parisi Gray Wealth Management
|
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Simplex Trading, Llc
|
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Harvest Portfolios Group Inc.
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Buckingham Strategic Partners
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HighPoint Advisor Group LLC
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Capital International Sarl
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Calamos Wealth Management LLC
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Mesirow Financial Investment Management, Inc.
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Guggenheim Capital Llc
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Union Bancaire Privee, UBP SA
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FourThought Financial Partners, LLC
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Windward Capital Management Co /ca
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Wesbanco Bank Inc
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
Investors Research Corp
|
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|
Elyxium Wealth, LLC
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Camden Capital, LLC
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|
PFG Investments, LLC
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Sentry Investment Management Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
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|
Raiffeisen Bank International AG
|
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|
Round Rock Advisors, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
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|
|
Optimist Retirement Group LLC
|
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|
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|
|
Caption Management, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
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|
|
|
State of Tennessee, Treasury Department
|
|
|
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|
|
Cwm, Llc
|
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
|
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|
|
Profunds - Profund Vp Ultrabull
|
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|
|
|
|
AltraVue Capital, LLC
|
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|
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|
|
Foster Dykema Cabot & Partners, Llc
|
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|
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|
|
Avestar Capital, LLC
|
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|
|
|
|
IAG Wealth Partners, LLC
|
|
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|
|
|
Keybank National Association/oh
|
|
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|
|
Orion Capital Management LLC
|
|
|
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|
|
Ceera Investments, Llc
|
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|
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|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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Credit Industriel Et Commercial
|
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|
Federation des caisses Desjardins du Quebec
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
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|
New York Life Investment Management Llc
|
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|
Ameritas Investment Partners, Inc.
|
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|
Treasurer of the State of North Carolina
|
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|
Marshall Financial Group LLC
|
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|
Dagco, Inc.
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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BankPlus Trust Department
|
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Signature Estate & Investment Advisors Llc
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Modera Wealth Management, LLC
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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Cherry Tree Wealth Management, LLC
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Police & Firemen's Retirement System of New Jersey
|
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Czech National Bank
|
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Texas Permanent School Fund
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Keener Financial Planning LLC
|
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Moneta Group Investment Advisors Llc
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Envestnet Portfolio Solutions, Inc.
|
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Grove Bank & Trust
|
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Axa S.a.
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SkyOak Wealth, LLC
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Patten Group, Inc.
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AIA Group Ltd
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Bernard Wealth Management Corp.
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Fiduciary Family Office, Llc
|
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Tanglewood Legacy Advisors, LLC
|
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AMJ Financial Wealth Management
|
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iA Global Asset Management Inc.
|
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Satovsky Asset Management Llc
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF
|
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Obsidian Personal Planning Solutions LLC
|
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Baker Ellis Asset Management LLC
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Jane Street Group, Llc
|
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Wetherby Asset Management Inc
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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|
Arlington Trust Co LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
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|
Bellwether Advisors, LLC
|
|
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|
Gillson Capital LP
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Colony Group, LLC
|
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|
Solidarilty Wealth, LLC
|
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Beacon Pointe Advisors, LLC
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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Roble, Belko & Company, Inc
|
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|
Tidemark, LLC
|
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|
Howard Hughes Medical Institute
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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|
Gillespie Robinson & Grimm Inc
|
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|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
|
Mackenzie Financial Corp
|
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|
Paulson Wealth Management Inc.
|
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|
Financial Gravity Companies, Inc.
|
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|
CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF
|
|
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|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Bdf-gestion
|
|
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|
|
|
WestEnd Advisors, LLC
|
|
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|
HB Wealth Management, LLC
|
|
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|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
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|
Advisors Capital Management, LLC
|
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|
Plancorp, LLC
|
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|
Mv Capital Management, Inc.
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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|
Diamant Asset Management, Inc.
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
|
|
|
Cohen Capital Management, Inc.
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
|
ABLE Financial Group, LLC
|
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|
|
Whipplewood Advisors, LLC
|
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
|
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|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Lafayette Investments, Inc.
|
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|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Ackerman Asset Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
MY Wealth Management Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Luxury ETF
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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|
Par Capital Management Inc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
Qrg Capital Management, Inc.
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Founders Financial Securities Llc
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|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Piscataqua Savings Bank
|
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|
Nicholas Hoffman & Company, LLC.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Montecito Bank & Trust
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Quadrant Capital Group Llc
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Glenmede Investment Management, LP
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Frank, Rimerman Advisors LLC
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State Board Of Administration Of Florida Retirement System
|
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Yousif Capital Management, Llc
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Compass Wealth Management LLC
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Joel Isaacson & Co., LLC
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Clear Harbor Asset Management, LLC
|
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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Silvercrest Asset Management Group Llc
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Systematic Alpha Investments, LLC
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Allianz Se
|
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Tsfg, Llc
|
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Avanza Fonder AB
|
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Wedbush Securities Inc
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Harbor Investment Advisory, Llc
|
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Norris Perne & French Llp/mi
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Lockheed Martin Investment Management Co
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Bokf, Na
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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Nemes Rush Group LLC
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Connecticut Wealth Management, LLC
|
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PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
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|
Farther Finance Advisors, LLC
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RMB Capital Management, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Fiduciary Group LLC
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Private Advisory Group LLC
|
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Creative Financial Designs Inc /adv
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Stifel Financial Corp
|
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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Border to Coast Pensions Partnership Ltd
|
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
ESL Trust Services, LLC
|
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|
Charles Schwab Trust Co
|
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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|
Apexium Financial, Lp
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
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|
XML Financial, LLC
|
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|
Golden State Equity Partners
|
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Nordea Investment Management Ab
|
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Meeder Advisory Services, Inc.
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Ameriflex Group, Inc.
|
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|
Marshall Wace, Llp
|
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|
Hendershot Investments Inc.
|
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Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
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|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
|
McAdam, LLC
|
|
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|
State Street Corp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
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Fca Corp /tx
|
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White Lighthouse Investment Management Inc.
|
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|
Wealth Advisors of Iowa, LLC
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
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|
|
Empowered Funds, LLC
|
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|
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|
|
RMG Wealth Management LLC
|
|
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Asset Management One Co., Ltd.
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
InTrack Investment Management Inc
|
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Adirondack Trust Co
|
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UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
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Kingstone Capital Partners Texas, LLC
|
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Burney Co/
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Banco Santander, S.A.
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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|
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|
|
Octavia Wealth Advisors, LLC
|
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|
Global Wealth Strategies & Associates
|
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Advisors Asset Management, Inc.
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
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|
Compass Ion Advisors, LLC
|
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Optimize Financial Inc
|
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|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
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Meyer Handelman Co
|
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|
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Baltimore-Washington Financial Advisors, Inc.
|
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Finward Bancorp
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Interchange Capital Partners, LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Focus Financial Network, Inc.
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
Fragasso Group Inc.
|
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Geneos Wealth Management Inc.
|
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CAPROCK Group, Inc.
|
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Synovus Financial Corp
|
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North Dallas Bank & Trust Co
|
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Commerce Bank
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Vise Technologies, Inc.
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
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|
Chicago Wealth Management, Inc.
|
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|
Sofos Investments, Inc.
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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|
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|
Alpha Omega Wealth Management LLC
|
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Nomura Asset Management Co Ltd
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
Susquehanna International Group, Llp
|
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Empirical Finance, LLC
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Pnc Financial Services Group, Inc.
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Onefund, Llc
|
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|
Old North State Wealth Management, LLC
|
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|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Allianz Asset Management GmbH
|
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|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
IFM Investors Pty Ltd
|
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|
L2 Asset Management, LLC
|
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Point72 Asset Management, L.P.
|
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|
Bollard Group LLC
|
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|
Assenagon Asset Management S.A.
|
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Field & Main Bank
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
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|
|
Sepio Capital, LP
|
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|
Heritage Trust Co
|
|
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|
Umb Bank N A/mo
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Headwater Capital Co Ltd
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Lansdowne Partners (uk) Llp
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Land & Buildings Investment Management, LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Invst, LLC
|
|
|
|
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WFA of San Diego, LLC
|
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Creative Planning
|
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|
Evergreen Capital Management Llc
|
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Hm Payson & Co
|
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|
Canoe Financial LP
|
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|
Haverford Trust Co
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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|
Rsm Us Wealth Management Llc
|
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|
Capital Group Private Client Services, Inc.
|
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|
Pictet Asset Management Holding SA
|
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|
Ullmann Financial Group, Inc.
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Luminist Capital LLC
|
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Richard W. Paul & Associates, LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
Snowden Capital Advisors LLC
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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|
Barrett & Company, Inc.
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|
Bogart Wealth, LLC
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Red Cedar Investment Management, Llc
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Quest Partners LLC
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|
Kilter Group LLC
|
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|
Arkadios Wealth Advisors
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
|
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|
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Stonegate Investment Group, LLC
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Pacer Advisors, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Diversify Advisory Services, LLC
|
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|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
Dorsey & Whitney Trust CO LLC
|
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Capstone Investment Advisors, Llc
|
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Spire Wealth Management
|
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Redwood Park Advisors LLC
|
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PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Lowe Wealth Advisors, LLC
|
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|
Penobscot Investment Management Company, Inc.
|
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J.w. Cole Advisors, Inc.
|
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FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
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Highline Wealth Partners Llc
|
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Heritage Investors Management Corp
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Sanibel Captiva Trust Company, Inc.
|
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Commerzbank Aktiengesellschaft /fi
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Ethic Inc.
|
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|
Calamos Advisors LLC
|
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Abn Amro Investment Solutions
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Equitable Holdings, Inc.
|
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|
North Star Investment Management Corp.
|
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|
Kimelman & Baird, LLC
|
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|
Clean Yield Group
|
|
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|
Abundance Wealth Counselors
|
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|
Tanager Wealth Management LLP
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
Generali Asset Management SPA SGR
|
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Kathleen S. Wright Associates Inc.
|
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Geode Capital Management, Llc
|
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Cyndeo Wealth Partners, LLC
|
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|
Integrated Advisors Network LLC
|
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|
Invesco Qqq Trust, Series 1
|
|
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|
TOWER TRUST & INVESTMENT Co
|
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|
Citigroup Inc
|
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|
Voya Investment Management Llc
|
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Camarda Financial Advisors, LLC
|
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|
Optas, LLC
|
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|
Family Office Research LLC
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
First Horizon Advisors, Inc.
|
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
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|
Claar Advisors LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
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|
Tiemann Investment Advisors, Llc
|
|
|
|
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|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
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|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Sophron Capital Management L.P.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Reinhart Partners, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
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|
|
Engineers Gate Manager LP
|
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|
Stone House Investment Management, LLC
|
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|
Hilltop Holdings Inc.
|
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|
Summit Financial, LLC
|
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|
IFP Advisors, Inc
|
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|
Aqr Capital Management Llc
|
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|
Fiduciary Trust Co
|
|
|
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|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
Prestige Wealth Management Group LLC
|
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|
Stratos Wealth Partners, LTD.
|
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|
Gf Fund Management Co. Ltd.
|
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|
Ensign Peak Advisors, Inc
|
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|
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|
|
Armstrong, Fleming & Moore, Inc
|
|
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|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
|
ELCO Management Co., LLC
|
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Polymer Capital Management (US) LLC
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
AllSquare Wealth Management LLC
|
|
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|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Logan Capital Management Inc
|
|
|
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|
Westside Investment Management, Inc.
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Monument Capital Management
|
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|
Agf Management Ltd
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Hartline Investment Corp/
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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Paul Damon & Associates, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Waddell & Associates, Llc
|
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|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
|
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|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
Horizon Financial Services, Llc
|
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|
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|
Northeast Financial Consultants Inc
|
|
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|
|
Smith, Salley & Associates
|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
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|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Marks Wealth, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
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|
Stock Portfolio - Stock Portfolio
|
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
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|
Glen Eagle Advisors, LLC
|
|
|
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|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
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|
FineMark National Bank & Trust
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
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|
RWM Asset Management, LLC
|
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Capital Investment Advisors, LLC
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Congress Wealth Management LLC / DE /
|
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|
ZEGA Investments, LLC
|
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|
Global Retirement Partners, LLC
|
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|
Flaharty Asset Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
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|
Boyar Asset Management Inc.
|
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|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
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|
Private Wealth Management Group, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Reston Wealth Management Llc
|
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|
Retirement Systems of Alabama
|
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|
Oregon Public Employees Retirement Fund
|
|
|
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|
Toth Financial Advisory Corp
|
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
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|
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|
Td Private Client Wealth Llc
|
|
|
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|
Atlas Capital Advisors Llc
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
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|
|
Shelton Capital Management
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
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|
|
Verition Fund Management LLC
|
|
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|
|
HFM Investment Advisors, LLC
|
|
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|
|
Sound View Wealth Advisors Group, LLC
|
|
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|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Sei Investments Co
|
|
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|
|
First American Bank
|
|
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|
|
Korea Investment CORP
|
|
|
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|
Quest Investment Management Llc
|
|
|
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|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
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|
Hartford Investment Management Co
|
|
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|
Institute for Wealth Management, LLC.
|
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|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
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|
|
Apella Capital, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
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|
|
Caas Capital Management Lp
|
|
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|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
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|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
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|
Kovack Advisors, Inc.
|
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|
Voleon Capital Management Lp
|
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|
|
Nuveen, LLC
|
|
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|
Sachetta, LLC
|
|
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|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
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|
|
Cottage Street Advisors LLC
|
|
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|
|
Lincoln Capital Corp
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
TLW Wealth Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Cbre Clarion Global Real Estate Income Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
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|
Visionary Wealth Advisors
|
|
|
|
|
|
Rothschild Investment Llc
|
|
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|
Natixis Advisors, L.p.
|
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|
Clearbridge Investments, LLC
|
|
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|
Texas Yale Capital Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
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|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
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|
Raymond James Financial Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Simplicity Wealth,LLC
|
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|
|
|
|
Whalerock Point Partners, Llc
|
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|
Global Financial Private Client, LLC
|
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|
Achmea Investment Management B.V.
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
|
Nisa Investment Advisors, Llc
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
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|
Strategic Investment Solutions, Inc. /IL
|
|
|
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|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
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|
|
Jump Financial, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
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|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
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|
JNBA Financial Advisors
|
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Summit Trail Advisors, Llc
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
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|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
Institutional Investment Strategy Fund
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
Ascent Group, LLC
|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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Cbre Clarion Securities Llc
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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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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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
GenTrust, LLC
|
|
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|
Main Street Financial Solutions, LLC
|
|
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|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
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|
|
Schroder Investment Management Group
|
|
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|
Ipswich Investment Management Co., Inc.
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Wescott Financial Advisory Group, LLC
|
|
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|
Source Capital Inc /de/
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
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|
|
SageView Advisory Group, LLC
|
|
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|
PBMares Wealth Management LLC
|
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
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|
Hudson Value Partners, LLC
|
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|
TCTC Holdings, LLC
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
Morey & Quinn Wealth Partners, LLC
|
|
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|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
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|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
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|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
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|
|
PDS Planning, Inc
|
|
|
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|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
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Key FInancial Inc
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Metis Global Partners, LLC
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Commonwealth Financial Services, LLC
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
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Alliancebernstein L.p.
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Cassaday & Co Wealth Management LLC
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JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
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Td Asset Management Inc
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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IFG Advisory, LLC
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Pinnacle Financial Partners Inc
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Cape Ann Savings Bank
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Lansforsakringar Fondforvaltning AB (publ)
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
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CoreCap Advisors, LLC
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
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URTH - iShares, Inc. - iShares MSCI World ETF
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Ninety One UK Ltd
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Dynamic Advisor Solutions LLC
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ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
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Maryland State Retirement & Pension System
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Accordant Advisory Group Inc
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Painted Porch Advisors LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Rogco, Lp
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Congress Asset Management Co /ma
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
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Confluence Wealth Services, Inc.
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