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Wetzel Investment Advisors, Inc.
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
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|
Teza Capital Management LLC
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Boston Trust Walden Corp
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
IAM Advisory, LLC
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|
Values First Advisors, Inc.
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|
Whittier Trust Co
|
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Inlet Private Wealth, LLC
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|
Hemenway Trust Co LLC
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Atwood & Palmer Inc
|
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Freestone Capital Holdings, LLC
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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|
Five Oceans Advisors
|
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Prestige Wealth Management Group LLC
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|
Monte Financial Group, LLC
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Railway Pension Investments Ltd
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
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CX Institutional
|
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Montag A & Associates Inc
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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Pingora Partners LLC
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Cigna Investments Inc /new
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Clark Asset Management, LLC
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Portside Wealth Group, LLC
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Davis Capital Management
|
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Squarepoint Ops LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
First American Bank
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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|
MAI Capital Management
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Western Financial Corp/CA
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Seeds Investor Llc
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La Banque Postale Asset Management SA
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Roundview Capital LLC
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Keeley-Teton Advisors, LLC
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South Street Advisors LLC
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Marvin & Palmer Associates Inc
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Beacon Pointe Advisors, LLC
|
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Choate Investment Advisors
|
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Renaissance Investment Group LLC
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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Sanibel Captiva Trust Company, Inc.
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Commerzbank Aktiengesellschaft /fi
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
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OMNI 360 Wealth, Inc.
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Quarry LP
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Quantum Financial Advisors, LLC
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DecisionPoint Financial, LLC
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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Morgan Stanley
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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MONECO Advisors, LLC
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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Evergreen Capital Management Llc
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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|
Relyea Zuckerberg Hanson LLC
|
|
|
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|
Wesbanco Bank Inc
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
CoreCap Advisors, LLC
|
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|
Highline Wealth Partners Llc
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
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|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
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|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Crew Capital Management, Ltd.
|
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|
Global Wealth Strategies & Associates
|
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|
|
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|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
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|
Rainier Family Wealth Inc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Four Tree Island Advisory LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
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|
Palisades Hudson Asset Management, L.P.
|
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|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
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|
TruNorth Capital Management, LLC
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
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|
GW&K Investment Management, LLC
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|
Entropy Technologies, LP
|
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|
Martin & Co Inc /tn/
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|
World Equity Group, Inc.
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|
Jacobi Capital Management LLC
|
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waypoint wealth counsel
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
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|
Nbt Bank N A /ny
|
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|
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XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
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Renasant Bank
|
|
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Mosaic Family Wealth Partners, Llc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Oppenheimer & Co Inc
|
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LGT Financial Advisors LLC
|
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Dupont Capital Management Corp
|
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FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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|
Commonwealth Retirement Investments LLC
|
|
|
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|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
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Hancock Whitney Corp
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Exchange Traded Concepts, Llc
|
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Armstrong Advisory Group, Inc
|
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Qube Research & Technologies Ltd
|
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Premier Path Wealth Partners, LLC
|
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New England Capital Financial Advisors LLC
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Keybank National Association/oh
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Trilogy Capital Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Chilton Capital Management Llc
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Mitchell & Pahl Private Wealth, Llc
|
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MWA Asset Management
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Advisory Resource Group
|
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Employees Retirement System of Texas
|
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Richards, Merrill & Peterson, Inc.
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Goelzer Investment Management, Inc.
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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APG Asset Management N.V.
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PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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Siemens Fonds Invest GmbH
|
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Anchor Capital Advisors Llc
|
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Dynamic Advisor Solutions LLC
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Pioneer Trust Bank N A/or
|
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DSG Capital Advisors, LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Birchcreek Wealth Management, LLC
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
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|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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Rothschild Investment Llc
|
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GFG Capital, LLC
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Westover Capital Advisors, LLC
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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Russell Investments Group, Ltd.
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Second Line Capital, LLC
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City Holding Co
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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CBOE Vest Financial, LLC
|
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Walter Public Investments Inc.
|
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KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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Susquehanna Fundamental Investments, Llc
|
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GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
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Wolverine Trading, Llc
|
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Sentry Investment Management Llc
|
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Cercano Management LLC
|
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EP Wealth Advisors, Inc.
|
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FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
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|
Old North State Wealth Management, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
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|
Verity & Verity, LLC
|
|
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|
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|
Federation des caisses Desjardins du Quebec
|
|
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
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|
Mutual Of America Capital Management Llc
|
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|
Wells Fargo & Company/mn
|
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Chicago Partners Investment Group LLC
|
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Concurrent Investment Advisors, LLC
|
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|
California State Teachers Retirement System
|
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Hallmark Capital Management Inc
|
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Jpmorgan Chase & Co
|
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Raiffeisen Bank International AG
|
|
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Caisse De Depot Et Placement Du Quebec
|
|
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|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
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|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
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|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Auxier Asset Management
|
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|
Tenon Financial LLC
|
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Sargent Investment Group, LLC
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
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|
VSM Wealth Advisory, LLC
|
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|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
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|
Marietta Wealth Management, LLC
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
|
|
|
PDS Planning, Inc
|
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|
|
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Foresight Group Ltd Liability Partnership
|
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TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
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|
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|
Quantinno Capital Management LP
|
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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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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
Thrivent Financial For Lutherans
|
|
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|
|
Argent Trust Co
|
|
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Ancora Advisors, LLC
|
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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|
Natural Investments, Llc
|
|
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Advisors Asset Management, Inc.
|
|
|
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|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Bayforest Capital Ltd
|
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|
Buckingham Strategic Partners
|
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NEOS Investment Management LLC
|
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|
Campbell Newman Asset Management Inc
|
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|
Wakefield Asset Management LLLP
|
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|
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Congress Wealth Management LLC / DE /
|
|
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Profunds - Profund Vp Industrials
|
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Argyle Capital Management Inc.
|
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|
|
Sunbeam Capital Management, LLC
|
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|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
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|
Cwm, Llc
|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
|
|
Sovran Advisors, LLC
|
|
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|
|
Kcm Investment Advisors Llc
|
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|
Commonwealth Equity Services, Llc
|
|
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|
|
D.B. Root & Company, LLC
|
|
|
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|
|
CIBC World Markets Inc.
|
|
|
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|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
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Baldwin Investment Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
|
Evexia Wealth Llc
|
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|
Aurora Private Wealth, Inc.
|
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|
Commerce Bank
|
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|
Sequoia Financial Advisors, LLC
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Mission Wealth Management, Lp
|
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|
Bank of Marin
|
|
|
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|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
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|
Berkeley Capital Partners, LLC
|
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Ritholtz Wealth Management
|
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|
Royal Bank Of Canada
|
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|
1620 Investment Advisors, Inc.
|
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|
BLVD Private Wealth, LLC
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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|
Activest Wealth Management
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Hall Laurie J Trustee
|
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Man Group plc
|
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FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
Wedge Capital Management L L P/nc
|
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|
Atria Wealth Solutions, Inc.
|
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Northwestern Mutual Wealth Management Co
|
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Meeder Asset Management Inc
|
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Sapient Capital Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Continuum Advisory, LLC
|
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|
Legal Advantage Investments, Inc.
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Emerald Investment Partners, Llc
|
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TRUE Private Wealth Advisors
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Prossimo Advisors, LLC
|
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|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
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|
|
Kestra Advisory Services, LLC
|
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|
|
Magnetar Financial LLC
|
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|
LPL Financial LLC
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Mesirow Financial Investment Management, Inc.
|
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VCULX - VALIC Co I - Growth Fund
|
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|
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|
Gryphon Financial Partners LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
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|
Cresset Asset Management, LLC
|
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One + One Wealth Management, Llc
|
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|
Fifth Third Bancorp
|
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|
Daiwa Securities Group Inc.
|
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|
StoneX Group Inc.
|
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|
GWM Advisors LLC
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
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|
First City Capital Management, Inc.
|
|
|
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|
Zions Bancorporation, National Association /ut/
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
|
Trust Point Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
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|
United Community Bank
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Drystone LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Mml Investors Services, Llc
|
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|
Bank Of Montreal /can/
|
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Prosperity Consulting Group, LLC
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|
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|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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DT Investment Partners, LLC
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First National Bank Of Omaha
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Darden Wealth Group Inc
|
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|
Kane Investment Management, Inc.
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Knuff & Co LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Pinnacle Financial Partners Inc
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|
Kinneret Advisory, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Newbridge Financial Services Group, Inc.
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FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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|
Noble Family Wealth, LLC
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|
Bath Savings Trust Co
|
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Virtue Capital Management, LLC
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Van Cleef Asset Management,Inc
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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Tritonpoint Wealth, Llc
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
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New Age Alpha Advisors, LLC
|
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B&l Asset Management Llc
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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Trust Investment Advisors
|
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Greenwood Capital Associates Llc
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Geneos Wealth Management Inc.
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Yousif Capital Management, Llc
|
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Two Sigma Advisers, Lp
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Profunds - Profund Vp Ultrabull
|
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Valued Wealth Advisors LLC
|
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FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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|
Warren Averett Asset Management, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Creekmur Asset Management LLC
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Price T Rowe Associates Inc /md/
|
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Moody Lynn & Lieberson, Llc
|
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Goldman Sachs Group Inc
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Sierra Ocean, Llc
|
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Public Sector Pension Investment Board
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Deutsche Bank Ag\
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
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Fortress Wealth Group, LLC
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Northwest & Ethical Investments L.P.
|
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Vontobel Holding Ltd.
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Thompson Davis & Co., Inc.
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Allworth Financial LP
|
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Skopos Labs, Inc.
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
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Wealthfront Advisers Llc
|
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Perpetual Ltd
|
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Birch Hill Investment Advisors LLC
|
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Hsbc Holdings Plc
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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Vestcor Inc
|
|
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|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
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|
Red Door Wealth Management, LLC
|
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|
Brookfield Real Assets Income Fund Inc.
|
|
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|
CWM Advisors, LLC
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Balboa Wealth Partners
|
|
|
|
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|
Sendero Wealth Management, LLC
|
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Aspiriant, Llc
|
|
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|
|
Quantum Private Wealth, LLC
|
|
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|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
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|
|
Old North State Trust, LLC
|
|
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|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
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|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
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|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
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|
|
Sky Investment Group LLC
|
|
|
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|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
|
|
Pure Financial Advisors, Inc.
|
|
|
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|
Onefund, Llc
|
|
|
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|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Atria Investments Llc
|
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|
Wealth Management Associates, Inc.
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|
Point72 (DIFC) Ltd
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
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|
|
1248 Management, LLC
|
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|
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|
DAVENPORT & Co LLC
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
Caas Capital Management Lp
|
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Courier Capital Llc
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Agp Franklin, Llc
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
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|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Dagco, Inc.
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Capital Performance Advisors Llp
|
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Quotient Wealth Partners, LLC
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Worldquant Millennium Advisors Llc
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Stock Yards Bank & Trust Co
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Kooman & Associates
|
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FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
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Firetrail Investments Pty Ltd
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Allegiance Financial Group Advisory Services LLC
|
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Coston, McIsaac & Partners
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
Garde Capital, Inc.
|
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|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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AMJ Financial Wealth Management
|
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Arrowstreet Capital, Limited Partnership
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Aspen Investment Management Inc
|
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|
Adams Diversified Equity Fund, Inc.
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
Valeo Financial Advisors, LLC
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Clear Street Markets Llc
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USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
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Phillips Wealth Planners LLC
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ASR Vermogensbeheer N.V.
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Prescott Group Capital Management, L.l.c.
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Lynch Asset Management, Inc.
|
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Andra AP-fonden
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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MorganRosel Wealth Management, LLC
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Semanteon Capital Management, LP
|
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Weatherly Asset Management L. P.
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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Alpha Family Trust
|
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RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
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Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Caldwell Securities, Inc
|
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Standard Life Aberdeen plc
|
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JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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|
Resources Investment Advisors, LLC.
|
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|
Roman Butler Fullerton & Co
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
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|
Gamco Investors, Inc. Et Al
|
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|
Voloridge Investment Management, Llc
|
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|
Principal Securities, Inc.
|
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Jupiter Asset Management Ltd
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
American Century Companies Inc
|
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|
First National Corp /ma/ /adv
|
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|
Jfs Wealth Advisors, Llc
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
Clifford Group, LLC
|
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|
Sovereign Financial Group, Inc.
|
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|
RWM Asset Management, LLC
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
TCG Advisory Services, LLC
|
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|
|
Harbour Investments, Inc.
|
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|
Cibc World Markets Corp
|
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|
|
Carr Financial Group Corp
|
|
|
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|
|
iA Global Asset Management Inc.
|
|
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|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
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|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
|
Asset Dedication, LLC
|
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Assetmark, Inc
|
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|
Phoenix Holdings Ltd.
|
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Scott Marsh Financial, LLC
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Clifford Swan Investment Counsel Llc
|
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Abound Wealth Management
|
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Pinnacle Associates Ltd
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Mbb Public Markets I Llc
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EULAV Asset Management
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Barclays Plc
|
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Virtus ETF Advisers LLC
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Trium Capital LLP
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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Advanced Portfolio Management, LLC
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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UBS Group AG
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Essential Planning, LLC.
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Williams Jones Wealth Management, LLC.
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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Manchester Capital Management LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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AlphaCore Capital LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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PACIFIC SELECT FUND - International Growth Portfolio Class P
|
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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Essex LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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Northwest Wealth Management, Llc
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SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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Compass Capital Corp /ma/ /adv
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First Citizens Bank & Trust Co
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Sfmg, Llc
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Pinney & Scofield, Inc.
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Louisiana State Employees Retirement System
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Bank of New York Mellon Corp
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Hm Payson & Co
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Gibbs Wealth Management
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TPG Financial Advisors, LLC
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Engineers Gate Manager LP
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Millstone Evans Group, LLC
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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LeClair Wealth Partners LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Colony Group, LLC
|
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Parnassus Investments /ca
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
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Apella Capital, LLC
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Salem Investment Counselors Inc
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Fielder Capital Group LLC
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Trillium Asset Management, Llc
|
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HighTower Advisors, LLC
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Picton Mahoney Asset Management
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Means Investment Co., Inc.
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Acorn Wealth Advisors, LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Macquarie Group Ltd
|
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Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
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|
Karani Asset Management LLC
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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Delta Asset Management Llc/tn
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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Barrett & Company, Inc.
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
State Of Wisconsin Investment Board
|
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|
Azzad Asset Management Inc /adv
|
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|
IFP Advisors, Inc
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
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|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
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|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
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|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
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|
|
|
First Manhattan Co
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Win Advisors, Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Searle & Co.
|
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|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Sandhill Capital Partners LLC
|
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|
Essex Investment Management Co Llc
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|
Avanza Fonder AB
|
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|
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
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|
|
King Luther Capital Management Corp
|
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|
Magnus Financial Group LLC
|
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NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
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Exencial Wealth Advisors, Llc
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Jacobsen Capital Management
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Huntleigh Advisors, Inc.
|
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|
Letson Investment Management, Inc.
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PFG Advisors
|
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WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
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|
Optiver Holding B.V.
|
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|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Penobscot Investment Management Company, Inc.
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Operose Advisors LLC
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
Level Four Advisory Services, Llc
|
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|
Alamea Verwaltungs GmbH
|
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|
J. W. Coons Advisors, LLC
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
|
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|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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|
Mediolanum International Funds Ltd
|
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|
Gotham Asset Management, LLC
|
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Douglas Lane & Associates, LLC
|
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|
Ameriprise Financial Inc
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
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|
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|
Ibex Wealth Advisors
|
|
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
Quent Capital, LLC
|
|
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Swedbank AB
|
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|
Marks Group Wealth Management, Inc
|
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Globeflex Capital L P
|
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Wolverine Asset Management Llc
|
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Mizuho Securities Usa Llc
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Flynn Zito Capital Management, Llc
|
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|
Capstone Triton Financial Group, LLC
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
Eventide Asset Management, Llc
|
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Indiana Trust & Investment Management CO
|
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GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Princeton Global Asset Management LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
AdvisorNet Financial, Inc
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
Voya Financial Advisors, Inc.
|
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|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
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|
Canton Hathaway, LLC
|
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|
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|
Childress Capital Advisors, Llc
|
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|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Signature Wealth Management Group
|
|
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|
|
Csenge Advisory Group
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
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|
|
3Chopt Investment Partners, LLC
|
|
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|
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|
Shelton Capital Management
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Wealth Quarterback LLC
|
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|
Resources Management Corp /ct/ /adv
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
Daymark Wealth Partners, Llc
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Caisse Des Depots Et Consignations
|
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Retirement Wealth Solutions LLC
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|
Balyasny Asset Management Llc
|
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|
Newman Dignan & Sheerar, Inc.
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
AMG National Trust Bank
|
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Tevis Investment Management
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Logan Capital Management Inc
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BLI - Banque de Luxembourg Investments
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Naples Global Advisors, Llc
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Ballentine Partners, LLC
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Renaissance Technologies Llc
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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|
Legacy Wealth Asset Management, LLC
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|
Westend Capital Management LLC
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State of New Jersey Common Pension Fund D
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Romano Brothers And Company
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Investment Management Corp of Ontario
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Meridian Financial Partners LLC
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Sone Capital Management, LLC
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Flagship Harbor Advisors, Llc
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Boston Family Office Llc
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NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
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Bcm Advisors, Llc
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
Carson Advisory Inc.
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Ballew Advisors, Inc
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Silverlake Wealth Management Llc
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Oliver Lagore Vanvalin Investment Group
|
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Stonebridge Financial Group, LLC
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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Cubist Systematic Strategies, LLC
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Fenimore Asset Management Inc
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Citizens National Bank Trust Department
|
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Cary Street Partners Financial Llc
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Texas Capital Bancshares Inc/tx
|
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DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Steel Peak Wealth Management LLC
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|
Griffin Asset Management, Inc.
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Brookfield Asset Management Inc.
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Wahed Invest LLC
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Money Concepts Capital Corp
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Boston Private Wealth Llc
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Gilliland Jeter Wealth Management LLC
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Pacifica Partners Inc.
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Principal Financial Group Inc
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Millennium Management Llc
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|
Costello Asset Management, INC
|
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Vise Technologies, Inc.
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
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|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Burney Co/
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|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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|
Wealth Alliance
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Fortress Financial Group, Llc
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
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|
PFS Partners, LLC
|
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
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|
HORAN Wealth, LLC
|
|
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|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
|
|
Jennison Associates Llc
|
|
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|
|
|
Norinchukin Bank, The
|
|
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|
Mairs & Power Inc
|
|
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|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
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|
|
Challenger Wealth Management
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
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|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
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|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
|
Excalibur Management Corp
|
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|
|
|
|
Eagle Global Advisors Llc
|
|
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|
|
Applied Finance Capital Management, LLC
|
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|
Dogwood Wealth Management LLC
|
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|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Intech Investment Management Llc
|
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|
Conscious Wealth Investments, Llc
|
|
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|
|
Mather Group, Llc.
|
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|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Horizon Family Wealth, Inc.
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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DARP - Tidal Trust II - Grizzle Growth ETF
|
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Financial Insights, Inc.
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Manufacturers Life Insurance Company, The
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Hendershot Investments Inc.
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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Apexium Financial, Lp
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CBIZ Investment Advisory Services, LLC
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Asset Allocation Strategies LLC
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Nordea Investment Management Ab
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Fieldview Capital Management, LLC
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Olistico Wealth, LLC
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Braun-Bostich & Associates Inc.
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Peoples Financial Services Corp.
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Isthmus Partners, Llc
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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AustralianSuper Pty Ltd
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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Goepper Burkhardt LLC
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
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Pines Wealth Management, LLC
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State Of Michigan Retirement System
|
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URTH - iShares, Inc. - iShares MSCI World ETF
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Brown Brothers Harriman & Co
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St Germain D J Co Inc
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Nisa Investment Advisors, Llc
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
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EverSource Wealth Advisors, LLC
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Taylor Financial Group, Inc.
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Kentucky Retirement Systems
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Morse Asset Management, Inc
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D. E. Shaw & Co., Inc.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
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Crestwood Advisors Group LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Colonial Trust Co / SC
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Bridges Investment Management Inc
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Crews Bank & Trust
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Vinva Investment Management Ltd
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ORG Wealth Partners, LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Goldstone Financial Group, LLC
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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Avantax Advisory Services, Inc.
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Northeast Financial Consultants Inc
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Aspect Partners, LLC
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Radnor Capital Management, LLC
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Westpac Banking Corp
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Handelsbanken Fonder AB
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Beacon Capital Management, LLC
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Arlington Trust Co LLC
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Transce3nd, LLC
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Foster Group, Inc.
|
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Loomis Sayles & Co L P
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
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|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
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Sei Investments Co
|
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ORG Partners LLC
|
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Forum Financial Management, LP
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Sage Mountain Advisors LLC
|
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|
Lvm Capital Management Ltd/mi
|
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Raleigh Capital Management Inc.
|
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Maryland State Retirement & Pension System
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
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|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
Nilsine Partners, LLC
|
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|
Compass Ion Advisors, LLC
|
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First National Advisers, LLC
|
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Kennebec Savings Bank
|
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|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
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|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
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|
Cerity Partners LLC
|
|
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|
Cottage Street Advisors LLC
|
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|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
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|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
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|
Allspring Global Investments Holdings, LLC
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
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|
Argus Investors' Counsel, Inc.
|
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
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|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Rossby Financial, LCC
|
|
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|
Clal Insurance Enterprises Holdings Ltd
|
|
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|
Gables Capital Management Inc.
|
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|
MetLife Investment Management, LLC
|
|
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|
Kathmere Capital Management, LLC
|
|
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Fosse Capital Partmers LLP
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
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Profund Advisors Llc
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FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
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Hilltop National Bank
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
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FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
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Guardian Wealth Advisors, Llc / Nc
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Aureus Asset Management, LLC
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Capital A Wealth Management, LLC
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Aquatic Capital Management LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Patron Partners Advisors, Llc
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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Us Bancorp \de\
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M&t Bank Corp
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Corient IA LLC
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FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
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Community Bank, N.A.
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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Axa S.a.
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Group One Trading, L.p.
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Catalyst Financial Partners Llc
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Evergreen Private Wealth LLC
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Gerber Kawasaki Wealth & Investment Management
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Old Second National Bank Of Aurora
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Fiduciary Family Office, Llc
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
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First Financial Bankshares Inc
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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Guggenheim Strategic Opportunities Fund
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Brinker Capital Investments, LLC
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Tokio Marine Asset Management Co Ltd
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WealthTrak Capital Management LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Acadian Asset Management Llc
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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BLB&B Advisors, LLC
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JB Capital LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Howard Hughes Medical Institute
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Mark Sheptoff Financial Planning, Llc
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Orion Capital Management LLC
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Muirfield Wealth Advisors Llc
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Kingsview Wealth Management, LLC
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Lowe Brockenbrough & Co Inc
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FRG Family Wealth Advisors LLC
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Firestone Capital Management
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Fullcircle Wealth Llc
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HFM Investment Advisors, LLC
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Sachetta, LLC
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
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Longboard Asset Management, LP
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Wellington Management Group Llp
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Long Run Wealth Advisors, LLC
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