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Ipswich Investment Management Co., Inc.
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
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|
China Universal Asset Management Co., Ltd.
|
|
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
Harfst & Associates, Inc.
|
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HWG Holdings LP
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Truist Financial Corp
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
YHB Investment Advisors, Inc.
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
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|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
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|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
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|
City State Bank
|
|
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
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|
|
Central Pacific Bank - Trust Division
|
|
|
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|
Fiduciary Planning LLC
|
|
|
|
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
|
Annandale Capital, LLC
|
|
|
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|
Stephens Consulting, LLC
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Ostrum Asset Management
|
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Koshinski Asset Management, Inc.
|
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Avantra Family Wealth, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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Mediolanum International Funds Ltd
|
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WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
|
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|
Candriam Luxembourg S.C.A.
|
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|
WASHINGTON TRUST Co
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Mariner, LLC
|
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|
Abn Amro Investment Solutions
|
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|
HB Wealth Management, LLC
|
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Hantz Financial Services, Inc.
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Geneos Wealth Management Inc.
|
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|
Safe Harbor Fiduciary, LLC
|
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Grove Bank & Trust
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
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|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
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|
|
Weiss Asset Management LP
|
|
|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
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|
XTX Topco Ltd
|
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|
EP Wealth Advisors, Inc.
|
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|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Gobi Capital Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
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|
|
|
|
Pictet Asset Management Holding SA
|
|
|
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|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Broadcrest Asset Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
|
|
|
|
|
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Peregrine Investment Management Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
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|
Css Llc/il
|
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
Bellecapital International Ltd.
|
|
|
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|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Crossmark Global Holdings, Inc.
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|
Boston Family Office Llc
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
HighMark Wealth Management LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
NewEdge Wealth, LLC
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
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|
Transce3nd, LLC
|
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|
Promus Capital, LLC
|
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|
BSW Wealth Partners
|
|
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|
Quantbot Technologies LP
|
|
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|
Millennium Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
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|
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|
Archer Investment Corp
|
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
MBL Wealth, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
Capital Advisors, Ltd. LLC
|
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|
National Bank Of Canada /fi/
|
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|
True Wealth Design, LLC
|
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|
Prime Capital Investment Advisors, LLC
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
Curio Wealth, Llc
|
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|
Aaron Wealth Advisors LLC
|
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|
Bourgeon Capital Management Llc
|
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|
Motco
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
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|
Kimelman & Baird, LLC
|
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|
Builder Investment Group Inc /adv
|
|
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|
Kestra Investment Management, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Banque Pictet & Cie Sa
|
|
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|
Rakuten Securities, Inc.
|
|
|
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|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
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|
|
Vident Advisory, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Mid Cap Fund Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
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|
Bank Of America Corp /de/
|
|
|
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|
Evergreen Capital Management Llc
|
|
|
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|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Maren Capital LLC
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Commonwealth Equity Services, Llc
|
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|
Enterprise Financial Services Corp
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
New York Life Investment Management Llc
|
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|
Red Tortoise LLC
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|
Pitcairn Co
|
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|
Apollon Wealth Management, LLC
|
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|
Rathbone Brothers plc
|
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|
Portside Wealth Group, LLC
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|
Thrivent Financial For Lutherans
|
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Profunds - Profund Vp Industrials
|
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|
Suncoast Equity Management
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Arlington Trust Co LLC
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
Armstrong Advisory Group, Inc
|
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Exchange Traded Concepts, Llc
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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|
May Barnhard Investments LLC
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|
Jackson Hill Advisors, Llc
|
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Welch & Forbes Llc
|
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|
Price T Rowe Associates Inc /md/
|
|
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|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
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Octavia Wealth Advisors, LLC
|
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Metis Global Partners, LLC
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Trust Point Inc.
|
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Lombard Odier Asset Management (Europe) Ltd
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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LFA - Lugano Financial Advisors SA
|
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|
Federated Hermes, Inc.
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Investment Management Corp of Ontario
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Allianz Asset Management GmbH
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Man Group plc
|
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SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
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First Trust Advisors Lp
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
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|
Orion Portfolio Solutions, LLC
|
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|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
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|
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|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
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|
Manchester Capital Management LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
SBI Securities Co., Ltd.
|
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|
Covenant Partners, LLC
|
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|
Wasatch Advisors Inc
|
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|
Marks Group Wealth Management, Inc
|
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|
Brown Advisory Inc
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
We Are One Seven, LLC
|
|
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|
Frazier Financial Advisors, LLC
|
|
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
Avion Wealth
|
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|
RDA Financial Network
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
PFS Partners, LLC
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|
Paragon Financial Partners, Inc.
|
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|
Wellington Management Group Llp
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Atlantic Union Bankshares Corp
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
JGP Wealth Management, LLC
|
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|
BlueSpruce Investments, LP
|
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|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
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|
|
Asset Dedication, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
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Fulton Bank, N.a.
|
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State Of Wisconsin Investment Board
|
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|
SummitTX Capital, L.P.
|
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|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
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|
Wallace Advisory Group, LLC
|
|
|
|
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|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Horizon Investments, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
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|
Covestor Ltd
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
|
|
Clarus Group, Inc.
|
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FIL Ltd
|
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Eqis Capital Management, Inc.
|
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Geode Capital Management, Llc
|
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Mitchell & Pahl Private Wealth, Llc
|
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Allworth Financial LP
|
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Concord Wealth Partners
|
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|
|
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Ancora Advisors, LLC
|
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|
Capital A Wealth Management, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
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|
Triad Wealth Partners, LLC
|
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|
Qsemble Capital Management, LP
|
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|
Nomura Asset Management Co Ltd
|
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|
Fox Run Management, L.l.c.
|
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|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
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|
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|
Level Four Advisory Services, Llc
|
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Victory Capital Management Inc
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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|
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|
Daiwa Securities Group Inc.
|
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Sierra Ocean, Llc
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
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|
Capital Research Global Investors
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
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|
Nordea Investment Management Ab
|
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|
Johnson Investment Counsel Inc
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
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|
Jpmorgan Chase & Co
|
|
|
|
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|
RiverPark Advisors, LLC
|
|
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|
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|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
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|
Rice Partnership, LLC
|
|
|
|
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|
State of Wyoming
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
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|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Provident Investment Management, Inc.
|
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|
Voloridge Investment Management, Llc
|
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|
Pflug Koory, LLC
|
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|
M&t Bank Corp
|
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
|
Hudson Bay Capital Management LP
|
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|
Second Line Capital, LLC
|
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|
Concurrent Investment Advisors, LLC
|
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|
Bank of Jackson Hole Trust
|
|
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|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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|
|
SJS Investment Consulting Inc.
|
|
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|
|
|
Raiffeisen Bank International AG
|
|
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|
|
|
Golden State Wealth Management, LLC
|
|
|
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|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Solano Wealth Investment Advisors LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Lionstone Capital Management LLC
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GAM Holding AG
|
|
|
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|
|
Bruce G. Allen Investments, LLC
|
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|
Perpetual Ltd
|
|
|
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|
|
Blue Zone Wealth Advisors, LLC
|
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|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
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|
VCI Wealth Management LLC
|
|
|
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|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Wolverine Trading, Llc
|
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|
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|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
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|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
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|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Credential Qtrade Securities Inc.
|
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|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Yousif Capital Management, Llc
|
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|
Mackenzie Financial Corp
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
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|
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|
|
Howard Capital Management Inc.
|
|
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
|
|
|
StonePine Asset Management Inc.
|
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|
|
Farther Finance Advisors, LLC
|
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|
Barclays Plc
|
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|
Eastern Bank
|
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|
|
Congress Wealth Management LLC / DE /
|
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|
Trust Co Of Vermont
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
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|
|
Profunds - Profund Vp Ultrabull
|
|
|
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|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
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|
Torray Llc
|
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|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
Toronto Dominion Bank
|
|
|
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|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
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|
|
|
Cornerstone Planning Group LLC
|
|
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|
|
First United Bank Trust/
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Litman Gregory Asset Management LLC
|
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|
Retirement Planning Group
|
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|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
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|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
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|
|
Dark Forest Capital Management Lp
|
|
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|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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|
GFG Capital, LLC
|
|
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|
Triangle Securities Wealth Management
|
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
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|
IHT Wealth Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
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|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
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|
Canada Pension Plan Investment Board
|
|
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|
|
|
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
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|
|
|
Ci Investments Inc.
|
|
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|
Whittier Trust Co
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
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|
|
|
Tsai Capital Corp
|
|
|
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|
|
Citadel Advisors Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
AYAL Capital Advisors Ltd
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Greenbrier Partners Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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King Luther Capital Management Corp
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FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
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Stephens Investment Management Group LLC
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Bank Julius Baer & Co. Ltd, Zurich
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SEG Partners Long/Short Equity Fund
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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X-Square Capital, LLC
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Decatur Capital Management, Inc.
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Avanza Fonder AB
|
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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Ubs Asset Management Americas Inc
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Profunds - Profund Vp Ultranasdaq-100
|
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Boxwood Ventures, Inc.
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Schechter Investment Advisors, LLC
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Baader Bank INC
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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Evergreen Private Wealth LLC
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
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Profunds - Profund Vp Internet
|
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Mv Capital Management, Inc.
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Toroso Investments, LLC
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Logan Capital Management Inc
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Change Path, LLC
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Bayforest Capital Ltd
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BI Asset Management Fondsmaeglerselskab A/S
|
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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Graypoint LLC
|
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Pathstone Holdings, LLC
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Beaird Harris Wealth Management, LLC
|
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Andra AP-fonden
|
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Gryphon Financial Partners LLC
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Connor, Clark & Lunn Investment Management Ltd.
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Cubist Systematic Strategies, LLC
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Harel Insurance Investments & Financial Services Ltd.
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Union Heritage Capital, LLC
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Employees Retirement System of Texas
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Systematic Alpha Investments, LLC
|
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Qrg Capital Management, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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Atria Investments Llc
|
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WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
|
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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Key FInancial Inc
|
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Federation des caisses Desjardins du Quebec
|
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Neo Ivy Capital Management
|
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Close Asset Management Ltd
|
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Comgest Global Investors S.a.s.
|
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Fiera Capital Corp
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Nuveen, LLC
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
|
Centerpoint Advisors, LLC
|
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Pinnacle Associates Ltd
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
Beacon Capital Management, LLC
|
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|
Utah Retirement Systems
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
|
Credit Agricole S A
|
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|
|
Franklin Resources Inc
|
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|
|
Pacer Advisors, Inc.
|
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|
Bellwether Advisors, LLC
|
|
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|
HHM Wealth Advisors, LLC
|
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|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
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|
|
MTM Investment Management, LLC
|
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|
Longfellow Investment Management Co Llc
|
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|
Oarsman Capital, Inc.
|
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|
Agate Pass Investment Management, LLC
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
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|
|
Cibc World Markets Corp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
Swedbank AB
|
|
|
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|
Palogic Value Management, L.P.
|
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|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
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|
|
Alta Capital Management Llc/
|
|
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|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Harvey Partners, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Allen Capital Group, LLC
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Invst, LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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STRV - EA Series Trust - Strive 500 ETF
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Jacobs Levy Equity Management, Inc
|
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|
Robeco Institutional Asset Management B.V.
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EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
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|
Texas Permanent School Fund
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Trexquant Investment LP
|
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Oxford Financial Group Ltd
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Abound Wealth Management
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|
Gabelli Funds Llc
|
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Integrated Wealth Concepts LLC
|
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Bogart Wealth, LLC
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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|
Beaumont Financial Advisors, LLC
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|
LaFleur & Godfrey LLC
|
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GHP Investment Advisors, Inc.
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Cable Hill Partners, LLC
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Point72 Asset Management, L.P.
|
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Valeo Financial Advisors, LLC
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
Bank Of Nova Scotia
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
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|
First Heartland Consultants, Inc.
|
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|
CWM Advisors, LLC
|
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|
Tortoise Investment Management, LLC
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
First Horizon Advisors, Inc.
|
|
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INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Capital Group Investment Management Pte. Ltd.
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|
Dougherty Wealth Advisers LLC
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Russell Investments Group, Ltd.
|
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|
Duncker Streett & Co Inc
|
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|
Checchi Capital Advisers, LLC
|
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|
Advisor Resource Council
|
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|
Trueblood Wealth Management, LLC
|
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Capital Investment Advisors, LLC
|
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Hsbc Holdings Plc
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Postrock Partners Llc
|
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Operose Advisors LLC
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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|
Brighton Jones Llc
|
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Sterling Capital Management LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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ABLE Financial Group, LLC
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|
111 Capital
|
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Mechanics Financial Corp
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Ballentine Partners, LLC
|
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|
Journey Strategic Wealth Llc
|
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|
Brasada Capital Management, Lp
|
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Inceptionr Llc
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Brevan Howard Capital Management LP
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AE Wealth Management LLC
|
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XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
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|
GeoWealth Management, LLC
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
S-Bank Fund Management Ltd
|
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|
Scientech Research LLC
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
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|
Gilbert & Cook, Inc.
|
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|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
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|
Argent Capital Management Llc
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
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|
|
Hardy Reed LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
|
Whipplewood Advisors, LLC
|
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|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
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|
Oppenheimer & Co Inc
|
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|
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|
|
Charles Schwab Investment Management Inc
|
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|
Amundi
|
|
|
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|
|
Los Angeles Capital Management Llc
|
|
|
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|
|
Merit Financial Group, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Sentry Investment Management Llc
|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
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|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
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PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
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|
Cheviot Value Management, LLC
|
|
|
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|
Parkside Financial Bank & Trust
|
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|
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|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
|
Umb Bank N A/mo
|
|
|
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|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
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|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Walleye Capital LLC
|
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Skandinaviska Enskilda Banken AB (publ)
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
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Rockland Trust Co
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Pandora Wealth, Inc.
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LOM Asset Management Ltd
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Western Pacific Wealth Management, LP
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Private Advisor Group, LLC
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Great Diamond Partners, LLC
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Kestra Private Wealth Services, Llc
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Gillespie Robinson & Grimm Inc
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Bancreek Capital Management, LP
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DekaBank Deutsche Girozentrale
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Rafferty Asset Management, LLC
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
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LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
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CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
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Massachusetts Financial Services Co /ma/
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Wedbush Securities Inc
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Tiaa Trust, National Association
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Sovran Advisors, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
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TrueWealth Advisors, LLC
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Vista Capital Partners, Inc.
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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Enhancing Capital LLC
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Rsm Us Wealth Management Llc
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Envestnet Portfolio Solutions, Inc.
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Snowden Capital Advisors LLC
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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E Fund Management (Hong Kong) Co., Ltd.
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HMS Capital Management, LLC
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Caisse De Depot Et Placement Du Quebec
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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