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First Pacific Financial
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
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|
|
IFP Advisors, Inc
|
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|
|
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|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
|
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|
Lowe Wealth Advisors, LLC
|
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|
Garda Capital Partners Lp
|
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|
Ambassador Advisors, LLC
|
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Aviance Capital Partners, LLC
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Fundsmith Investment Services Ltd.
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|
Bogart Wealth, LLC
|
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|
Dorsey & Whitney Trust CO LLC
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
JGP Wealth Management, LLC
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Simmons Bank
|
|
|
|
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|
Chicago Capital, LLC
|
|
|
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
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|
Quantinno Capital Management LP
|
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|
Gabelli Equity Trust Inc
|
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|
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|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Amalgamated Bank
|
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|
Bank Of America Corp /de/
|
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Asset Management One Co., Ltd.
|
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Northern Oak Wealth Management Inc
|
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Sierra Ocean, Llc
|
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Mainstay Capital Management Llc /adv
|
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Vinva Investment Management Ltd
|
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Blair William & Co/il
|
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OMNI 360 Wealth, Inc.
|
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SOA Wealth Advisors, LLC.
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Legacy Trust
|
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|
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|
Avanza Fonder AB
|
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Activest Wealth Management
|
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LGT Group Foundation
|
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Boothbay Fund Management, Llc
|
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Sender Co & Partners, Inc.
|
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|
Armstrong Advisory Group, Inc
|
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PAX Financial Group, LLC
|
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Bridgeway Capital Management Inc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
SMART Wealth LLC
|
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|
Brady Family Wealth, Llc
|
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Lighthouse Investment Partners, LLC
|
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Corient IA LLC
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
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|
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Sei Investments Co
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
Clarius Group, LLC
|
|
|
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Caas Capital Management Lp
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
Westover Capital Advisors, LLC
|
|
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|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
|
|
Covestor Ltd
|
|
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|
Larson Financial Group LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
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|
|
Principal Securities, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
American Capital Management Inc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
GAM Holding AG
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FLC Capital Advisors
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DT Investment Partners, LLC
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Mml Investors Services, Llc
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EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
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Patrick M Sweeney & Associates, Inc
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
Sunpointe, LLC
|
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|
Vise Technologies, Inc.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
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|
BNP Paribas Asset Management Holding S.A.
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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Custom Index Systems, Llc
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
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USS Investment Management Ltd
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Mizuho Securities Usa Llc
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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Inscription Capital, LLC
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Shaker Investments Llc/oh
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CHURCHILL MANAGEMENT Corp
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Forum Financial Management, LP
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Ritholtz Wealth Management
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Groesbeck Investment Management Corp /nj/
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
Frank, Rimerman Advisors LLC
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Hartford Financial Management Inc.
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Wealthedge Investment Advisors, Llc
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Citizens Financial Group Inc/ri
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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Stifel Financial Corp
|
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MASTERINVEST Kapitalanlage GmbH
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Kovack Advisors, Inc.
|
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HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
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Avantax Advisory Services, Inc.
|
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JSF Financial, LLC
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Resonant Capital Advisors, LLC
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
Valued Wealth Advisors LLC
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
Summit Global Investments
|
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Archford Capital Strategies, LLC
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
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|
Sax Wealth Advisors, Llc
|
|
|
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
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|
Profunds - Profund Vp Nasdaq-100
|
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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|
Prelude Capital Management, Llc
|
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|
Crew Capital Management, Ltd.
|
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Barlow Wealth Partners, Inc.
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Td Asset Management Inc
|
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|
Vicus Capital
|
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|
Nemes Rush Group LLC
|
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|
Colonial Trust Co / SC
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
Trust Co Of Vermont
|
|
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
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|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
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|
|
Investment Management Corp of Ontario
|
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|
National Bank Of Canada /fi/
|
|
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|
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|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
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|
Harbour Investments, Inc.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Limestone Investment Advisors LP
|
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|
one8zero8, LLC
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SG Americas Securities, LLC
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Sawgrass Asset Management Llc
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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|
Vestcor Inc
|
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|
Capital Market Strategies LLC
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Eaton Vance Enhanced Equity Income Fund Ii
|
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Sequoia Financial Advisors, LLC
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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Northwestern Mutual Wealth Management Co
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Atticus Wealth Management, Llc
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Assenagon Asset Management S.A.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Bridge Generations Wealth Management Llc
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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ABIG - EA Series Trust - Argent Large Cap ETF
|
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GROZ - Zacks Trust - Zacks Focus Growth ETF
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Dana Investment Advisors, Inc.
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Signaturefd, Llc
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Raleigh Capital Management Inc.
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Stance Capital Llc
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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River Street Advisors LLC
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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Aviva Plc
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Utah Retirement Systems
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Ramirez Asset Management, Inc.
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StoneX Group Inc.
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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DB Fitzpatrick & Co, Inc
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Iyo Bank, Ltd.
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Mutual Advisors, LLC
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Red Door Wealth Management, LLC
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LPL Financial LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Cassaday & Co Wealth Management LLC
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
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Investment Advisory Group, LLC
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Chevy Chase Trust Holdings, Inc.
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Hennion & Walsh Asset Management, Inc.
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Vestmark Advisory Solutions, Inc.
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Campbell & CO Investment Adviser LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Eagle Capital Management, LLC
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State of Tennessee, Treasury Department
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
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|
Alteri Wealth LLC
|
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Hurley Capital, LLC
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Cynosure Management, Llc
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Great West Life Assurance Co /can/
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Chicago Partners Investment Group LLC
|
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|
Jain Global LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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|
Argent Capital Management Llc
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Chilton Capital Management Llc
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Essex Financial Services, Inc.
|
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|
PineBridge Investments, L.P.
|
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|
Creative Planning
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
Capital Performance Advisors Llp
|
|
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
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State Of Michigan Retirement System
|
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Prudent Man Investment Management, Inc.
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
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Qtron Investments LLC
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Y.D. More Investments Ltd
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Frontier Capital Management Co Llc
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Prudential Financial Inc
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Freestone Capital Holdings, LLC
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|
Teacher Retirement System Of Texas
|
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Public Sector Pension Investment Board
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
Coldstream Capital Management Inc
|
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|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
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|
Deseret Mutual Benefit Administrators
|
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|
Crestwood Advisors Group LLC
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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Marex Group plc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Creekmur Asset Management LLC
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Ronald Blue Trust, Inc.
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First United Bank Trust/
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Farther Finance Advisors, LLC
|
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Kestra Advisory Services, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Macquarie Group Ltd
|
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GPS Wealth Strategies Group, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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Mbb Public Markets I Llc
|
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United Capital Management of KS, Inc.
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Poinciana Advisors Group, Llc
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Fisher Asset Management, LLC
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
Pathstone Holdings, LLC
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Integrated Quantitative Investments LLC
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GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
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Lineweaver Wealth Advisors, LLC
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Claro Advisors LLC
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Sentry Investment Management Llc
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Fiera Capital Corp
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Commonwealth Equity Services, Llc
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Resources Investment Advisors, LLC.
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Arete Wealth Advisors, LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Qube Research & Technologies Ltd
|
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JustInvest LLC
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Jane Street Group, Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Catalytic Wealth RIA, LLC
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Conestoga Capital Advisors, LLC
|
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|
New York State Common Retirement Fund
|
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|
MCF Advisors LLC
|
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Elevate Wealth Advisory, Inc
|
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|
Oversea-Chinese Banking CORP Ltd
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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SYM FINANCIAL Corp
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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Goldman Sachs Group Inc
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Summit Financial, LLC
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Simon Quick Advisors, Llc
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
Virtus Investment Advisers, Inc.
|
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Legacy Wealth Managment, LLC/ID
|
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Prime Capital Investment Advisors, LLC
|
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Oddo Bhf Asset Management Sas
|
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Brighton Jones Llc
|
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Stone Run Capital, Llc
|
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Masso Torrence Wealth Management Inc.
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E Fund Management Co., Ltd.
|
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True Wealth Design, LLC
|
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|
Engineers Gate Manager LP
|
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|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
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|
Generali Investments, Management Co LLC
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Gries Financial Llc
|
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|
Choate Investment Advisors
|
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|
Olistico Wealth, LLC
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Close Asset Management Ltd
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
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|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
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Jackson Creek Investment Advisors LLC
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|
Montag A & Associates Inc
|
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|
Meritas Wealth Management, LLC
|
|
|
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|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
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|
David J Yvars Group
|
|
|
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|
|
Evolution Advisers, Inc.
|
|
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|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Arohi Asset Management PTE Ltd.
|
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|
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|
Quantitative Investment Management, LLC
|
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|
Institute for Wealth Management, LLC.
|
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|
Mufg Securities Americas Inc.
|
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|
Tradewinds Capital Management, LLC
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Board of the Pension Protection Fund
|
|
|
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|
Jump Financial, LLC
|
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|
Atomi Financial Group, Inc.
|
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|
Independence Bank of Kentucky
|
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|
Renaissance Technologies Llc
|
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Crewe Advisors LLC
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|
Geode Capital Management, Llc
|
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Congress Park Capital LLC
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Primecap Management Co/ca/
|
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ROM - PROSHARES TRUST - ProShares Ultra Technology
|
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
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|
Captrust Financial Advisors
|
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Sheets Smith Wealth Management
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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|
Fairtree Asset Management (Pty) Ltd
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Bank of New York Mellon Corp
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
Citadel Advisors Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Atlas Capital Advisors Llc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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|
Columbus Macro, LLC
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Money Concepts Capital Corp
|
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Quaker Wealth Management, LLC
|
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Citigroup Inc
|
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Kovitz Investment Group Partners, LLC
|
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Parcion Private Wealth LLC
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NewSquare Capital LLC
|
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|
Goodman Advisory Group, LLC
|
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Gallacher Capital Management LLC
|
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Prosperity Consulting Group, LLC
|
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CIBC World Markets Inc.
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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Oak Associates Ltd /oh/
|
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Td Private Client Wealth Llc
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Cornerstone Planning Group LLC
|
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BUG - Global X Funds - Global X Cybersecurity ETF
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Guggenheim Capital Llc
|
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Concord Wealth Partners
|
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|
Employees Retirement System of Texas
|
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
Cerity Partners LLC
|
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|
Gladstone Institutional Advisory LLC
|
|
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|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
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|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
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|
Van Eck Associates Corp
|
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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|
Fortis Group Advisors, LLC
|
|
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|
Motley Fool Asset Management LLC
|
|
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|
Quadrant Capital Group Llc
|
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|
Mascagni Wealth Management, Inc.
|
|
|
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|
|
Costello Asset Management, INC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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Gamco Investors, Inc. Et Al
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RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
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Meeder Advisory Services, Inc.
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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Parsons Capital Management Inc/ri
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Profunds - Profund Vp Ultranasdaq-100
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Marshall & Sterling Wealth Advisors Inc.
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Elevatus Welath Management
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Versor Investments LP
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Fairscale Capital, LLC
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Nordea Investment Management Ab
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Roundview Capital LLC
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Wisconsin Wealth Advisors, LLC
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Lester Murray Antman dba SimplyRich
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Schroder Investment Management Group
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Maven Securities LTD
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Interchange Capital Partners, LLC
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Twin Peaks Wealth Advisors, LLC
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Meiji Yasuda Life Insurance Co
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Wells Fargo & Company/mn
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
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My Legacy Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Axecap Investments, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
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New England Research & Management, Inc.
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Mechanics Financial Corp
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Federation des caisses Desjardins du Quebec
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Mizuho Securities Usa Llc
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Rafferty Asset Management, LLC
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Rooted Wealth Advisors, Inc.
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Indiana Trust & Investment Management CO
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Focus Financial Network, Inc.
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Canada Pension Plan Investment Board
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Empower Advisory Group, LLC
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Stonegate Investment Group, LLC
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Atlantic Trust, LLC
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Hillsdale Investment Management Inc.
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SILVER OAK SECURITIES, Inc
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Allegiance Financial Group Advisory Services LLC
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Prospera Financial Services Inc
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Westfuller Advisors, LLC
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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STF Management LP
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Brookwood Investment Group LLC
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Crumly & Associates Inc.
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Howard Hughes Medical Institute
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Janus Henderson Group Plc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
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West Family Investments, Inc.
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Navigoe, LLC
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Natixis Advisors, L.p.
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Tokio Marine Asset Management Co Ltd
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Flagship Harbor Advisors, Llc
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New Mexico Educational Retirement Board
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Hancock Whitney Corp
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NewEdge Wealth, LLC
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Sienna Gestion
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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Ascent Group, LLC
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44 Wealth Management Llc
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Klp Kapitalforvaltning As
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Hennessy Advisors Inc
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AXS Investments LLC
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Advisors Capital Management, LLC
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Principal Financial Group Inc
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Edmond De Rothschild Holding S.a.
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
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First Command Advisory Services, Inc.
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
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Zions Bancorporation, National Association /ut/
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Invesco Qqq Trust, Series 1
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Accordant Advisory Group Inc
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Wiley Bros.-aintree Capital, Llc
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
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InTrack Investment Management Inc
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MONECO Advisors, LLC
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Fifth Third Bancorp
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BKD Wealth Advisors, LLC
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Jaffetilchin Investment Partners, LLC
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Glenview Trust Co
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Riverview Trust Co
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Kentucky Retirement Systems
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BlackRock, Inc.
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Capital Analysts, Inc.
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McAdam, LLC
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Spdr S&p 500 Etf Trust
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QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
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Surience Private Wealth Llc
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Promethium Advisors,llc
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Eventide Asset Management, Llc
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Capula Management Ltd
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Kaydan Wealth Management, Inc.
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Cherry Tree Wealth Management, LLC
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Rakuten Investment Management, Inc.
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EP Wealth Advisors, Inc.
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TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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E Fund Management (Hong Kong) Co., Ltd.
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B. Metzler seel. Sohn & Co. AG
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S-Bank Fund Management Ltd
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
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Exchange Capital Management, Inc.
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South Dakota Investment Council
|
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DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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OneAscent Wealth Management LLC
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Kaufman Rossin Wealth, LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Level Four Advisory Services, Llc
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Los Angeles Capital Management Llc
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Adviser Investments LLC
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|
Envestnet Asset Management Inc
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Williamson Legacy Group, LLC
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|
Laurel Wealth Advisors LLC
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
Aptus Capital Advisors, LLC
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|
AlTi Global, Inc.
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|
Sheets Smith Investment Management
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|
Spectrum Wealth Counsel, LLC
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Fragasso Group Inc.
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Dimensional Fund Advisors Lp
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|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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Strs Ohio
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Raiffeisen Bank International AG
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Nomura Holdings Inc
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CWM Advisors, LLC
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
Mn Services Vermogensbeheer B.V.
|
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Private Wealth Partners, LLC
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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|
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|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Quantum Private Wealth, LLC
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|
Alcosta Capital Management, Inc.
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Roberts Glore & Co Inc /il/
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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|
Argonautica Private Wealth Management, Inc
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|
Chase Investment Counsel Corp
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Invesco, Llc
|
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|
2Xideas AG
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Nissay Asset Management Corp /japan/ /adv
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Voya Investment Management Llc
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Spire Wealth Management
|
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|
Keeler THomas Management LLC
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Consilium Wealth Advisory, LLC
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Florida Financial Advisors, Llc
|
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|
Mather Group, Llc.
|
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Manhattan West Asset Management, LLC
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Moloney Securities Asset Management, LLC
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Concurrent Investment Advisors, LLC
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Aegon Asset Management Uk Plc
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF
|
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|
DecisionPoint Financial, LLC
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|
TrimTabs Asset Management, LLC
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Erste Asset Management GmbH
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|
Independent Advisor Alliance
|
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IMA Wealth, Inc.
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
PSWD - DBX ETF TRUST - Xtrackers Cybersecurity Select Equity ETF
|
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|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
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|
Gerber, Llc
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|
Cubist Systematic Strategies, LLC
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|
Korea Investment CORP
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|
Brinker Capital Investments, LLC
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|
Oregon Public Employees Retirement Fund
|
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|
Newbridge Financial Services Group, Inc.
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|
J2 Capital Management Inc
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|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
Arcadia Investment Management Corp/mi
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|
LFA - Lugano Financial Advisors SA
|
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|
Swiss National Bank
|
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|
Signature Resources Capital Management, LLC
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|
Capital Fund Management S.a.
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|
Veracity Capital LLC
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|
Capital Impact Advisors, LLC
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
WPG Advisers, LLC
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|
Sarasin & Partners LLP
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|
FourThought Financial Partners, LLC
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|
Winnow Wealth Llc
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
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|
New Age Alpha Advisors, LLC
|
|
|
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|
Northwest Wealth Management, Llc
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
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|
Krs Capital Management, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Byrne Financial Freedom, Llc
|
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|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
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Trust Co Of Oklahoma
|
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|
Boomfish Wealth Group, LLC
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Kestra Private Wealth Services, Llc
|
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Yorktown Management & Research Co Inc
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Pallas Capital Advisors LLC
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Carderock Capital Management Inc
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Prestige Wealth Management Group LLC
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Ibex Wealth Advisors
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Efficient Advisors, LLC
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Western Financial Corp/CA
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NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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Vermillion Wealth Management, Inc.
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
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TruNorth Capital Management, LLC
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Hudson Bay Capital Management LP
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Numerai GP LLC
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Tri-continental Corp
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Mendel Money Management
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AustralianSuper Pty Ltd
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Terra Alpha Investments LLC
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Oribel Capital Management, LP
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Hartford Investment Management Co
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A
|
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Coppell Advisory Solutions LLC
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Smith, Moore & Co.
|
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Montrusco Bolton Investments Inc.
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Fortitude Family Office, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
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|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
Capital Advisory Group Advisory Services, LLC
|
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Financial Advisors Network, Inc.
|
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111 Capital
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
Connecticut Wealth Management, LLC
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Applied Finance Capital Management, LLC
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Canada Post Corp Registered Pension Plan
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Sfmg, Llc
|
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Banque Transatlantique SA
|
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Union Bancaire Privee, UBP SA
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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West Branch Capital LLC
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BostonPremier Wealth LLC
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Bartlett & Co. Wealth Management Llc
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Archer Investment Corp
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Beaumont Financial Advisors, LLC
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CIBC Asset Management Inc
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Mercer Global Advisors Inc /adv
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Johnson Financial Group, Inc.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Waterloo Capital, L.P.
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Duncan Williams Asset Management, LLC
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WestEnd Advisors, LLC
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Tealwood Asset Management Inc
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Capital Investment Advisory Services, LLC
|
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Davy Global Fund Management Ltd
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Ensign Peak Advisors, Inc
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Oppenheimer & Co Inc
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Bell Bank
|
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Zacks Investment Management
|
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Park Square Financial Group, LLC
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IMC-Chicago, LLC
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Sig Brokerage, Lp
|
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SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
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|
MetLife Investment Management, LLC
|
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|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Plancorp, LLC
|
|
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|
Arkadios Wealth Advisors
|
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|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
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|
Pure Financial Advisors, Inc.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
|
Maia Wealth LLC
|
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|
|
Allianz Asset Management GmbH
|
|
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|
Lido Advisors, LLC
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
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|
Thrive Wealth Management, LLC
|
|
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|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
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|
|
Marshall Wace, Llp
|
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|
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|
|
Avestar Capital, LLC
|
|
|
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|
Axq Capital, Lp
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SPAM - Themes ETF Trust - Themes Cybersecurity ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
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Orion Capital Management LLC
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D'Orazio & Associates, Inc.
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Bridgewater Associates, LP
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Financial Management Professionals, Inc.
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Johnson Investment Counsel Inc
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AE Wealth Management LLC
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Stratos Wealth Advisors, LLC
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denkapparat Operations GmbH
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Annis Gardner Whiting Capital Advisors, LLC
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D.a. Davidson & Co.
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City State Bank
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
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Jupiter Asset Management Ltd
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
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Aqr Capital Management Llc
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Crowley Wealth Management, Inc.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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PDS Planning, Inc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
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BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
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Birchbrook, Inc.
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WealthCollab, LLC
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Bnp Paribas
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Penserra Capital Management LLC
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Rakuten Securities, Inc.
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Meiji Yasuda Asset Management Co Ltd.
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BXM Wealth LLC
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Steward Partners Investment Advisory, Llc
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Chilton Investment Co Llc
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Roberts Capital Advisors, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Virtue Capital Management, LLC
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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HMS Capital Management, LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Forte Capital Llc /adv
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Empirical Finance, LLC
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Commerzbank Aktiengesellschaft /fi
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PayPay Securities Corp
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Centiva Capital, LP
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Belpointe Asset Management LLC
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AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
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Key FInancial Inc
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
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Banque Cantonale Vaudoise
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OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
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JPL Wealth Management, LLC
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National Pension Service
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Fortress Wealth Group, LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Financial Network Wealth Management LLC
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Harel Insurance Investments & Financial Services Ltd.
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ASR Vermogensbeheer N.V.
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SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Cary Street Partners Financial Llc
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
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BI Asset Management Fondsmaeglerselskab A/S
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Transamerica Financial Advisors, Inc.
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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OneAscent Investment Solutions LLC
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Cwm, Llc
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
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Jfs Wealth Advisors, Llc
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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Pacer Advisors, Inc.
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IHT Wealth Management, LLC
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International Assets Investment Management, Llc
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
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ICICI Prudential Asset Management Co Ltd
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Boston Private Wealth Llc
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Anchor Investment Management, LLC
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Stephens Investment Management Group LLC
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CIBC Private Wealth Group, LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Trifecta Capital Advisors, LLC
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
Abound Wealth Management
|
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Rothschild Investment Llc
|
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Legal & General Group Plc
|
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Wesbanco Bank Inc
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
Hantz Financial Services, Inc.
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Abn Amro Investment Solutions
|
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|
Treasurer of the State of North Carolina
|
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|
Private Wealth Management Group, LLC
|
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Baader Bank INC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Principia Wealth Advisory, LLC
|
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|
Leuthold Group, Llc
|
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|
Tandem Wealth Advisors LLC
|
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|
Cape Investment Advisory, Inc.
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
|
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|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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|
Global X Japan Co., Ltd.
|
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|
Taylor Hoffman Capital Management LLC
|
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|
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|
Tacita Capital Inc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
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|
Parkside Financial Bank & Trust
|
|
|
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
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|
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|
Financial Avengers, Inc.
|
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|
First Horizon Advisors, Inc.
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Opinicus Capital, Inc.
|
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|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Patton Fund Management, Inc.
|
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|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
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|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
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|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
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|
Global Assets Advisory, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
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|
LGT Fund Management Co Ltd.
|
|
|
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|
Strategy Asset Managers Llc
|
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Howland Capital Management Llc
|
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|
Clear Street Markets Llc
|
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
AMID - EA Series Trust - Argent Mid Cap ETF
|
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|
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|
Intrua Financial, LLC
|
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|
MTM Investment Management, LLC
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
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|
Full Sail Capital, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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|
Prudential Plc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
|
DMG Group, LLC
|
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|
Oder Investment Management, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
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|
Hallmark Capital Management Inc
|
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|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Spirepoint Private Client, Llc
|
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Stonebridge Financial Group, LLC
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
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|
|
Transform Wealth, LLC
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Howard Capital Management Inc.
|
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|
Groupe la Francaise
|
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|
Fortem Financial Group, Llc
|
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|
Royal Bank Of Canada
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
Sandy Spring Bank
|
|
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|
Stephens Inc /ar/
|
|
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|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
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|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
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|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
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|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
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|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
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LMR Partners LLP
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
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Comerica Bank
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GeoWealth Management, LLC
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Perigon Wealth Management, LLC
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Dunhill Financial, LLC
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DRW Securities, LLC
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Access Financial Services, Inc.
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waypoint wealth counsel
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Cornerstone Select Advisors, LLC
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1832 Asset Management L.P.
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
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Bokf, Na
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Atwood & Palmer Inc
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Wedge Capital Management L L P/nc
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Tema Etfs Llc
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Callan Family Office, LLC
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
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Cary Street Partner Investment Advisory Llc
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GABELLI & Co INVESTMENT ADVISERS, INC.
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Occidental Asset Management, LLC
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Premier Path Wealth Partners, LLC
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Impact Investors, Inc
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Total Investment Management Inc
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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Quantbot Technologies LP
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Provenance Wealth Advisors, LLC
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QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
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Cornerstone Enterprises, Llc
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
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Andra AP-fonden
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
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Bessemer Group Inc
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
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Kcm Investment Advisors Llc
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Tudor Investment Corp Et Al
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Unigestion Holding SA
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
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Golden State Wealth Management, LLC
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Peak Asset Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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Caxton Associates Llp
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Benchmark Investment Advisors LLC
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Diversify Advisory Services, LLC
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Ameritas Advisory Services, LLC
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Gotham Asset Management, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
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Rise Advisors, LLC
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Lavaca Capital Llc
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Davidson Capital Management Inc.
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
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Prescott Group Capital Management, L.l.c.
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
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Compass Capital Corp /ma/ /adv
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Bell Investment Advisors, Inc
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Marble Harbor Investment Counsel, LLC
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Patriot Financial Group Insurance Agency, LLC
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Sittner & Nelson, Llc
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Natural Investments, Llc
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Contravisory Investment Management, Inc.
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Armis Advisers, LLC
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
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XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Dsm Capital Partners Llc
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State Street Corp
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Mach-1 Financial Group, Inc.
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
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FIL Ltd
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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Brevan Howard Capital Management LP
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Texas Bank & Trust Co
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TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Verition Fund Management LLC
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Cfm Wealth Partners Llc
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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Robertson Stephens Wealth Management, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
FNY Investment Advisers, LLC
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
Twin Tree Management, LP
|
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Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
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|
|
Gunderson Capital Management Inc.
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
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|
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|
Candriam Luxembourg S.C.A.
|
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Noble Wealth Management PBC
|
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