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Financial Engines Advisors L.L.C.
|
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Smith Anglin Financial, LLC
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Nvest Financial, LLC
|
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Wilkinson Global Asset Management LLC
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Davidson Capital Management Inc.
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Compagnie Lombard Odier SCmA
|
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|
South Dakota Investment Council
|
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GenTrust, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
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|
Rowland & Co Investment Counsel/adv
|
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|
Verdence Capital Advisors LLC
|
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Silverlake Wealth Management Llc
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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Bnp Paribas
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Janney Capital Management LLC
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Zhang Financial LLC
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Brentview Investment Management LLC
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Strategic Wealth Partners, Ltd.
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Principal Street Partners, LLC
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Spire Wealth Management
|
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Royal London Asset Management Ltd
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Glenmede Investment Management, LP
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Cibc World Markets Corp
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Mizuho Securities Usa Llc
|
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Credential Qtrade Securities Inc.
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HighPoint Advisor Group LLC
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Norinchukin Bank, The
|
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Strong Tower Advisory Services
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WPG Advisers, LLC
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
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Montag A & Associates Inc
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Legacy Financial Advisors, Inc.
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LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
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Van Cleef Asset Management,Inc
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Foster & Motley Inc
|
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Jackson Wealth Management, LLC
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Marshall Financial Group LLC
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Bingham Private Wealth, Llc
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Mascoma Wealth Management LLC
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Veracity Capital LLC
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Everhart Financial Group, Inc.
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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Cove Private Wealth, LLC
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Saturna Capital CORP
|
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Ci Investments Inc.
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Independent Advisor Alliance
|
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Ballentine Partners, LLC
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Capital Wealth Planning, LLC
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KC Investment Advisors, LLC
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Northwestern Mutual Wealth Management Co
|
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Master's Wealth Management Inc.
|
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Bruce G. Allen Investments, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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Mediolanum International Funds Ltd
|
|
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Nuveen Multi-Asset Income Fund
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
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|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
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|
Novem Group
|
|
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|
Rathbone Brothers plc
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Nova Wealth Management, Inc.
|
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Oliver Lagore Vanvalin Investment Group
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
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|
Essex Savings Bank
|
|
|
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|
MetLife Investment Management, LLC
|
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|
Lazard Asset Management Llc
|
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|
Calamos Wealth Management LLC
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
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|
Oarsman Capital, Inc.
|
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|
Goepper Burkhardt LLC
|
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|
Gotham Asset Management, LLC
|
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
Citizens National Bank Trust Department
|
|
|
|
|
|
Westbourne Investments, Inc.
|
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|
GW&K Investment Management, LLC
|
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|
Hartford Investment Management Co
|
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|
Cigna Investments Inc /new
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
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|
OMERS ADMINISTRATION Corp
|
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|
First Trust Advisors Lp
|
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|
Patron Partners Advisors, Llc
|
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|
Pinnacle Associates Ltd
|
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|
Northwest Bancshares, Inc.
|
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|
|
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|
Palisade Asset Management, LLC
|
|
|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
DRW Securities, LLC
|
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|
International Assets Investment Management, Llc
|
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Mendel Money Management
|
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|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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|
Nomura Holdings Inc
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|
Kingswood Wealth Advisors, Llc
|
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|
Front Street Capital Management, Inc.
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|
Whittier Trust Co
|
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|
Wetherby Asset Management Inc
|
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|
First National Trust Co
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
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|
Prime Capital Investment Advisors, LLC
|
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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|
Unio Capital LLC
|
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|
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
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|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
J.Safra Asset Management Corp
|
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|
Alta Advisers Ltd
|
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|
Steel Peak Wealth Management LLC
|
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|
Cornerstone Planning Group LLC
|
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Aviance Capital Partners, LLC
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
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|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
|
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
Amica Retiree Medical 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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|
Security National Bank
|
|
|
|
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|
Miracle Mile Advisors, LLC
|
|
|
|
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|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
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|
Reyes Financial Architecture, Inc.
|
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|
|
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|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
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|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
|
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|
Blair William & Co/il
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Baader Bank INC
|
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|
Mach-1 Financial Group, Inc.
|
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|
Transcend Wealth Collective, Llc
|
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|
Maltin Wealth Management, Inc.
|
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|
Solstein Capital, LLC
|
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|
Wedbush Securities Inc
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
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|
Wood Tarver Financial Group, LLC
|
|
|
|
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|
Ashton Thomas Securities, Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
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|
Aspiriant, Llc
|
|
|
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|
Qube Research & Technologies Ltd
|
|
|
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|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
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|
Essex Financial Services, Inc.
|
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|
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|
Richardson Financial Services Inc.
|
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|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
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|
CVA Family Office, LLC
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
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|
IMC-Chicago, LLC
|
|
|
|
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|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
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|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
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|
|
Capital International Inc /ca/
|
|
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|
Navigoe, LLC
|
|
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|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Millennium Management Llc
|
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|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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|
Kesler, Norman & Wride, LLC
|
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|
Wellington Shields Capital Management, LLC
|
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
Trust Point Inc.
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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|
Maripau Wealth Management Llc
|
|
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|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Nuveen, LLC
|
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|
Ostrum Asset Management
|
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AlphaCore Capital LLC
|
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Guggenheim Capital Llc
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Savant Capital, LLC
|
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|
Daiwa Securities Group Inc.
|
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Tcfg Wealth Management, Llc
|
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Engineers Gate Manager LP
|
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|
Groupe la Francaise
|
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Camden Capital, LLC
|
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CLARET ASSET MANAGEMENT Corp
|
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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|
Spears Abacus Advisors LLC
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Diversified Trust Co
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Barclays Plc
|
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Wedge Capital Management L L P/nc
|
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Redwood Park Advisors LLC
|
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Graham Capital Management, L.P.
|
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Kirtland Hills Capital Management, Llc
|
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Townsend Asset Management Corp /nc/ /adv
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Atlantic Union Bankshares Corp
|
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Winslow Capital Management, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Cascade Financial Partners, LLC
|
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|
Trust Co of the South
|
|
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|
Schrum Private Wealth Management LLC
|
|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
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|
|
|
Icon Wealth Advisors, LLC
|
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|
FSA Wealth Management LLC
|
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|
|
Rossmore Private Capital
|
|
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|
Wells Trecaso Financial Group, LLC
|
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|
Martingale Asset Management L P
|
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|
PDT Partners, LLC
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
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|
Renasant Bank
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
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|
Creekmur Asset Management LLC
|
|
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|
|
LVZ Advisors, Inc.
|
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|
Cresset Asset Management, LLC
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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Savvy Advisors, Inc.
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
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Stephens Consulting, LLC
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Golden State Wealth Management, LLC
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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Baldwin Investment Management, LLC
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New Mexico Educational Retirement Board
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SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
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Integral Investment Advisors, Inc.
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Pines Wealth Management, LLC
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Davis R M Inc
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IHT Wealth Management, LLC
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
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Waterloo Capital, L.P.
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Mercer Global Advisors Inc /adv
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AdvisorNet Financial, Inc
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Center for Financial Planning, Inc.
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Iron Horse Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Westhampton Capital, LLC
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Blackrock Enhanced Global Dividend Trust
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Groupama Asset Managment
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Crew Capital Management, Ltd.
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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Wealthquest Corp
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
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Nicolet Advisory Services, Llc
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Transce3nd, LLC
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
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Change Path, LLC
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Kovitz Investment Group Partners, LLC
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Brooks, Moore & Associates, Inc.
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Dimensional Fund Advisors Lp
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Janney Montgomery Scott LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Steward Partners Investment Advisory, Llc
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
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Newbridge Financial Services Group, Inc.
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Frank, Rimerman Advisors LLC
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Fullerton Fund Management Co Ltd
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SJS Investment Consulting Inc.
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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Radnor Capital Management, LLC
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Taddei, Ludwig & Associates, Inc.
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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IFP Advisors, Inc
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Gilbert & Cook, Inc.
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
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AustralianSuper Pty Ltd
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Community Trust & Investment Co
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Bank Of Stockton
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Envestnet Portfolio Solutions, Inc.
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Mn Services Vermogensbeheer B.V.
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FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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Corient IA LLC
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Grayhawk Investment Strategies Inc.
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RMB Capital Management, LLC
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Shell Asset Management Co
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Chilton Investment Co Llc
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Bellwether Advisors, LLC
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Dupont Capital Management Corp
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Briaud Financial Planning, Inc
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Fullcircle Wealth Llc
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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ProShare Advisors LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Sapient Capital Llc
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Tema Etfs Llc
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EdgePoint Investment Group Inc.
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Woodward Diversified Capital, Llc
|
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Adirondack Trust Co
|
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Level Four Advisory Services, Llc
|
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Mason Capital Fund Trust - Fundamentals First ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Sustainable Insight Capital Management, LLC
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Atlas Capital Advisors Llc
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
XTX Topco Ltd
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
Financial Perspectives, Inc
|
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|
Apriem Advisors
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
New Age Alpha Advisors, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Arcadia Investment Advisors Llc
|
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|
City Holding Co
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
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|
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|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
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|
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|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
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|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Columbus Macro, LLC
|
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|
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|
|
Capula Management Ltd
|
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|
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|
|
Lansing Street Advisors
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
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|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
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|
|
|
|
TCG Advisory Services, LLC
|
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|
|
|
|
KBC Group NV
|
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|
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|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
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|
|
Crews Bank & Trust
|
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|
|
Jpmorgan Chase & Co
|
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|
|
|
|
Bokf, Na
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
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|
|
Avion Wealth
|
|
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|
Ameriflex Group, Inc.
|
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|
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|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
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|
|
Busey Wealth Management
|
|
|
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|
|
Acadian Asset Management Llc
|
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|
|
Conning Inc.
|
|
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|
|
Principle Wealth Partners Llc
|
|
|
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|
|
Taylor Financial Group, Inc.
|
|
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|
|
Sumitomo Life Insurance Co
|
|
|
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|
|
Prudential Plc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
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|
|
Mariner, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
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|
|
|
Umpqua Bank
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
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|
|
Great Lakes Retirement, Inc.
|
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|
|
|
|
Loomis Sayles & Co L P
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
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|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Marvin & Palmer Associates Inc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
National Asset Management, Inc.
|
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|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
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|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
StoneX Group Inc.
|
|
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|
|
Sivia Capital Partners, LLC
|
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|
|
SRS Capital Advisors, Inc.
|
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|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
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|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
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|
City State Bank
|
|
|
|
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|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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|
Cooper Financial Group
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
Blue Barn Wealth, LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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West Branch Capital LLC
|
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Armbruster Capital Management, Inc.
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PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
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Fortress Private Ledger, Llc
|
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Mattern Capital Management, Llc
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
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|
CHICAGO TRUST Co NA
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
Harris Associates L P
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Berger Financial Group, Inc
|
|
|
|
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|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
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|
|
|
Mathes Company, Inc.
|
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|
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|
Rise Advisors, LLC
|
|
|
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LVW Advisors, LLC
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
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|
Boston Family Office Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Pinnacle Bancorp, Inc.
|
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BCS Wealth Management
|
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SummitTX Capital, L.P.
|
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Agate Pass Investment Management, LLC
|
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Virtue Capital Management, LLC
|
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Private Wealth Management Group, LLC
|
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Tidemark, LLC
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Smithfield Trust Co
|
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Shelton Wealth Management, Llc
|
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Harvest Portfolios Group Inc.
|
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Comprehensive Financial Planning, Inc./PA
|
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Forte Capital Llc /adv
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Great Lakes Advisors, Llc
|
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Green Harvest Asset Management LLC
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
First Business Financial Services, Inc.
|
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Victory Capital Management Inc
|
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|
Crossmark Global Holdings, Inc.
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Clark Capital Management Group, Inc.
|
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Norden Group Llc
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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My Legacy Advisors, LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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Gries Financial Llc
|
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
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|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
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|
FineMark National Bank & Trust
|
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Groesbeck Investment Management Corp /nj/
|
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Empirical Finance, LLC
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
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|
Riverstone Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
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|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
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|
|
Albert D Mason Inc
|
|
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|
Resona Asset Management Co.,Ltd.
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
Stanley-Laman Group, Ltd.
|
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|
Onefund, Llc
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
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|
Kestra Advisory Services, LLC
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
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Beacon Capital Management, LLC
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Channel Wealth Llc
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TL Private Wealth
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Benchmark Investment Advisors LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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Raleigh Capital Management Inc.
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Occidental Asset Management, LLC
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Assenagon Asset Management S.A.
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Monument Capital Management
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L2 Asset Management, LLC
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Financial Network Wealth Management LLC
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Texas Capital Bank Wealth Management Services Inc
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Argyle Capital Partners, LLC
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Financial Security Advisor, Inc.
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Teachers Retirement System Of The State Of Kentucky
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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MidWestOne Financial Group, Inc.
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Aspect Partners, LLC
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Graney & King, LLC
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New York State Common Retirement Fund
|
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Wealth Group, Ltd.
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MAI Capital Management
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Raymond James Financial Inc
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CWA Asset Management Group, LLC
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QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
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DnB Asset Management AS
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Arista Wealth Management, LLC
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Gables Capital Management Inc.
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Compass Capital Corp /ma/ /adv
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RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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Beese Fulmer Investment Management, Inc.
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WealthTrak Capital Management LLC
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Sequoia Financial Advisors, LLC
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Canada Post Corp Registered Pension Plan
|
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Farmers & Merchants Investments Inc
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Heritage Wealth Advisors
|
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Perfromance Wealth Partners, LLC
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Wbh Advisory Inc
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Binnacle Investments Inc
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Wilkins Investment Counsel Inc
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Roble, Belko & Company, Inc
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Brave Asset Management Inc
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Connable Office Inc
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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Wells Fargo & Company/mn
|
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Symphony Financial, Ltd. Co.
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Sentry Investment Management Llc
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KP Management LLC
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Cape Investment Advisory, Inc.
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Verition Fund Management LLC
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Creekside Partners
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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D'Orazio & Associates, Inc.
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First Manhattan Co
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Wesbanco Bank Inc
|
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Proathlete Wealth Management Llc
|
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LGT Financial Advisors LLC
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Centric Wealth Management
|
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Sand Hill Global Advisors, LLC
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
|
Union Savings Bank
|
|
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|
Moors & Cabot, Inc.
|
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|
American Trust
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
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|
Mesirow Financial Investment Management, Inc.
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Pinnacle Financial Partners Inc
|
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|
|
Holocene Advisors, LP
|
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|
Rockport Wealth LLC
|
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|
Continuum Advisory, LLC
|
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|
Diversified Enterprises, LLC
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Glenview Trust Co
|
|
|
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|
|
Sit Investment Associates Inc
|
|
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|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
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Mission Creek Capital Partners, Inc.
|
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RoundAngle Advisors LLC
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Lindbrook Capital, Llc
|
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Gluskin Sheff & Assoc Inc
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Voya Financial Advisors, Inc.
|
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Catalyst Financial Partners Llc
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Westend Capital Management LLC
|
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|
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|
|
Oppenheimer & Co Inc
|
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|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
First Community Trust Na
|
|
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Hsbc Holdings Plc
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
RBF Capital, LLC
|
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|
Semmax Financial Advisors Inc.
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
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|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
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|
Financial Management Professionals, Inc.
|
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|
Calamos Advisors LLC
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Polymer Capital Management (US) LLC
|
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Bell Bank
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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Rithm Capital Corp.
|
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Bartlett & Co. Wealth Management Llc
|
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Granite Group Advisors, LLC
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Westover Capital Advisors, LLC
|
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|
|
|
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
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|
Ledgewood Wealth Advisors, LLC
|
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|
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|
Relyea Zuckerberg Hanson LLC
|
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|
Next Capital Management LLC
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
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|
EagleClaw Capital Managment, LLC
|
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Brooklands Fund Management Ltd
|
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Amica Mutual Insurance Co
|
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Altus Wealth Group LLC
|
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Orion Portfolio Solutions, LLC
|
|
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|
WIM INVESTMENT MANAGEMENT Ltd
|
|
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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CoreFirst Bank & Trust
|
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Contravisory Investment Management, Inc.
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Optas, LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
ICONIQ Capital, LLC
|
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Sowell Financial Services LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
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|
|
|
Vise Technologies, Inc.
|
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|
Rafferty Asset Management, LLC
|
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Gallo Partners, LP
|
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
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|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
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|
TigerOak Management, L.L.C.
|
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|
Stony Point Wealth Management Inc.
|
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|
Cypress Advisory Group LLC
|
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|
|
Oak Asset Management, LLC
|
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|
Wellington Management Group Llp
|
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|
Ethic Inc.
|
|
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|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
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|
|
|
Nisa Investment Advisors, Llc
|
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|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
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Resurgent Financial Advisors LLC
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
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|
California Public Employees Retirement System
|
|
|
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Ameraudi Asset Management, Inc.
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Tower Research Capital LLC (TRC)
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Trueblood Wealth Management, LLC
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Cetera Trust Company, N.A
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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Capital Investment Advisors, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Pictet & Cie (Europe) SA
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Fayez Sarofim & Co
|
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Mv Capital Management, Inc.
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Ossiam
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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SOUTH STATE Corp
|
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Asio Capital, LLC
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Laurel Wealth Advisors LLC
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Arrowstreet Capital, Limited Partnership
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Running Oak Capital LLC
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Silvercrest Asset Management Group Llc
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Koshinski Asset Management, Inc.
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Horizon Investment Services, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Merit Financial Group, LLC
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
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GPS Wealth Strategies Group, LLC
|
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Motco
|
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Mindset Wealth Management, Llc
|
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Allspring Global Investments Holdings, LLC
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Zimmer Partners, LP
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Berkshire Money Management, Inc.
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Tairen Capital Ltd
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Picton Mahoney Asset Management
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CI Private Wealth, LLC
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DekaBank Deutsche Girozentrale
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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Personal Cfo Solutions, Llc
|
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Beaird Harris Wealth Management, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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Naples Global Advisors, Llc
|
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Sandy Spring Bank
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Exchange Traded Concepts, Llc
|
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First Pacific Financial
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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Burney Co/
|
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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Grimes & Company, Inc.
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Hemington Wealth Management
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Morgan Stanley
|
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Retirement Systems of Alabama
|
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FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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Proficio Capital Partners LLC
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
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|
Biltmore Family Office, LLC
|
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|
Integrated Advisors Network LLC
|
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|
Artemis Investment Management LLP
|
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|
Dagco, Inc.
|
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Keel Point, LLC
|
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Salomon & Ludwin, LLC
|
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|
Maryland State Retirement & Pension System
|
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|
Cumberland Partners Ltd
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
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|
Doliver Advisors, Lp
|
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|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
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|
Trust Co
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
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|
Banyan Capital Management, Inc.
|
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|
|
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|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
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Daymark Wealth Partners, Llc
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Painted Porch Advisors LLC
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Aristotle Atlantic Partners, Llc
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Amundi
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
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Cullen/frost Bankers, Inc.
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
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Profund Advisors Llc
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Mitsubishi UFJ Trust & Banking Corp
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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RFG - Bristol Wealth Advisors, LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Quest 10 Wealth Builders, Inc.
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Astoria Portfolio Advisors LLC.
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AGH Wealth Advisors, LLC
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Two Sigma Investments, Lp
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Reliant Investment Partners, LLC
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Atwood & Palmer Inc
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Summit Trail Advisors, Llc
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CIBC Asset Management Inc
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Ssi Investment Management Llc
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Klingman & Associates, LLC
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Bailard, Inc.
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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West Michigan Advisors, Llc
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
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Compass Wealth Management LLC
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LRI Investments, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Activest Wealth Management
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Great West Life Assurance Co /can/
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Aviva Plc
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RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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HHM Wealth Advisors, LLC
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Mendel Capital Management LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
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Foundations Investment Advisors, LLC
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Strategy Asset Managers Llc
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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Ignite Planners, LLC
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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Kentucky Retirement Systems Insurance Trust Fund
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Belpointe Asset Management LLC
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Quantinno Capital Management LP
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Schroder Investment Management Group
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BI Asset Management Fondsmaeglerselskab A/S
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PENN SERIES FUNDS INC - Index 500 Fund
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Walker Asset Management, LLC
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Verisail Partners, LLC
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Bulltick Wealth Management, LLC
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One Wealth Capital Management, Llc
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Kilter Group LLC
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Independence Bank of Kentucky
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LGT Group Foundation
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Maven Securities LTD
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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Hall Laurie J Trustee
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
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Evergreen Capital Management Llc
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CBIZ Investment Advisory Services, LLC
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SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
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Ameritas Advisory Services, LLC
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Revolve Wealth Partners, LLC
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
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BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
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