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D. Scott Neal, Inc.
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Forum Financial Management, LP
|
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Souders Financial Advisors
|
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Occidental Asset Management, LLC
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Oakworth Capital, Inc.
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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First Business Financial Services, Inc.
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LGT Financial Advisors LLC
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44 Wealth Management Llc
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PineBridge Investments, L.P.
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CIBC Asset Management Inc
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Invesco Ltd.
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Old North State Wealth Management, LLC
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
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|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Sachetta, LLC
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Dynamic Advisor Solutions LLC
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
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Creekmur Asset Management LLC
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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Duncker Streett & Co Inc
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Terra Nova Asset Management LLC
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Vega Investment Solutions
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SCS Capital Management LLC
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Tocqueville Asset Management L.p.
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Pflug Koory, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Argent Trust Co
|
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Westside Investment Management, Inc.
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Whittier Trust Co
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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OneAscent Financial Services LLC
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Trinity Financial Advisors LLC
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Public Sector Pension Investment Board
|
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LS Investment Advisors, LLC
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Alpha Family Trust
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
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Clark Capital Management Group, Inc.
|
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State Of Michigan Retirement System
|
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MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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WealthTrak Capital Management LLC
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CX Institutional
|
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Oak Harbor Wealth Partners, Llc
|
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CIBC World Markets Inc.
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Annex Advisory Services, LLC
|
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Point72 (DIFC) Ltd
|
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Appleton Partners Inc/ma
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Westfield Capital Management Co Lp
|
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Principal Securities, Inc.
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Financiere des Professionnels - Fonds d,investissement inc.
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Swedbank AB
|
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Prime Capital Investment Advisors, LLC
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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|
Quantinno Capital Management LP
|
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GFG Capital, LLC
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
|
|
Capital International Sarl
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
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|
Beck Mack & Oliver Llc
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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|
Stephenson National Bank & Trust
|
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|
Los Angeles Capital Management Llc
|
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Sands Capital Management, Llc
|
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Bright Rock Capital Management, Llc
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Boothbay Fund Management, Llc
|
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Boston Family Office Llc
|
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|
D.a. Davidson & Co.
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
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|
|
Menard Financial Group LLC
|
|
|
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|
|
Pathway Financial Advisors LLC
|
|
|
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|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
|
Quarry LP
|
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|
|
Centennial Bank/AR/
|
|
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|
Armstrong Advisory Group, Inc
|
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
Old Republic International Corp
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Manufacturers Life Insurance Company, The
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Lake Street Financial Llc
|
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Godsey & Gibb Associates
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FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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SageView Advisory Group, LLC
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Sagespring Wealth Partners, Llc
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San Luis Wealth Advisors LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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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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Conning Inc.
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Perigon Wealth Management, LLC
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Exchange Traded Concepts, Llc
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Icon Wealth Advisors, LLC
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Newport Capital Group, LLC
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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Cetera Trust Company, N.A
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Mission Wealth Management, Lp
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Allen Capital Group, LLC
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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Park Square Financial Group, LLC
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Busey Wealth Management
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APG Asset Management N.V.
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Longbow Finance SA
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Distillate Capital Partners LLC
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Livforsakringsbolaget Skandia, Omsesidigt
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Chicago Partners Investment Group LLC
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CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
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MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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Brown Brothers Harriman & Co
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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Susquehanna Fundamental Investments, Llc
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Essex Investment Management Co Llc
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Asset Management One Co., Ltd.
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Welch Group, LLC
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Sandy Spring Bank
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Adviser Investments LLC
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Westwood Holdings Group Inc
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Public Employees Retirement Association Of Colorado
|
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Vontobel Holding Ltd.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Accurate Wealth Management, LLC
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Patrick M Sweeney & Associates, Inc
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Vinva Investment Management Ltd
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Kentucky Retirement Systems
|
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Sigma Planning Corp
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Cary Street Partners Financial Llc
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Capital Asset Advisory Services LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Wcm Investment Management, Llc
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Keener Financial Planning LLC
|
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Spdr S&p 500 Etf Trust
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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Advyzon Investment Management, LLC
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Quadrant Capital Group Llc
|
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Strategic Investment Solutions, Inc. /IL
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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|
BancorpSouth Bank
|
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Macquarie Group Ltd
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Salomon & Ludwin, LLC
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|
Rhumbline Advisers
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
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|
Bbr Partners, Llc
|
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|
Reyes Financial Architecture, Inc.
|
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AE Wealth Management LLC
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|
Triangle Securities Wealth Management
|
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|
Mml Investors Services, Llc
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Principle Wealth Partners Llc
|
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|
Comerica Bank
|
|
|
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|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
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|
Cetera Investment Advisers
|
|
|
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
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|
FineMark National Bank & Trust
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
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|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
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|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
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|
|
West Oak Capital, LLC
|
|
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|
|
|
Howard Capital Management Inc.
|
|
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|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Ridgeline Wealth, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
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Two Sigma Investments, Lp
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Hanlon Investment Management, Inc.
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Wealth Alliance
|
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PAX Financial Group, LLC
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Plato Investment Management Ltd
|
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|
Prosperity Financial Group, Inc.
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Summit Global Investments
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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Guyasuta Investment Advisors Inc
|
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Tredje AP-fonden
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Farringdon Capital, Ltd.
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USS Investment Management Ltd
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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Bailard, Inc.
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Strategic Blueprint, LLC
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Fidelis Capital Partners, LLC
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Bare Financial Services, Inc
|
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K.J. Harrison & Partners Inc
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
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American Capital Advisory, LLC
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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Ubs Asset Management Americas Inc
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McGlone Suttner Wealth Management, Inc.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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BOK Financial Private Wealth, Inc.
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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Altfest L J & Co Inc
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BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Oppenheimer & Co Inc
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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GAMMA Investing LLC
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Bradley Foster & Sargent Inc/ct
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Parvin Asset Management, LLC
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E. Ohman J:or Asset Management AB
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Twinbeech Capital Lp
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RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
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FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
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Miller Investment Management, LP
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Haverford Trust Co
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Weiss Asset Management LP
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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Catalyst Financial Partners Llc
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
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Fiduciary Trust Co
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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Motco
|
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Smartleaf Asset Management LLC
|
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Profund Advisors Llc
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Longfellow Investment Management Co Llc
|
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Public Employees Retirement System Of Ohio
|
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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Capital Advisors, Ltd. LLC
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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Heritage Wealth Advisors
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Cubist Systematic Strategies, LLC
|
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|
ProShare Advisors LLC
|
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|
Master's Wealth Management Inc.
|
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|
Challenger Wealth Management
|
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|
Creative Planning
|
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Kingsview Wealth Management, LLC
|
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Old North State Trust, LLC
|
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|
Pittenger & Anderson Inc
|
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Brinker Capital Investments, LLC
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Phoenix Holdings Ltd.
|
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ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Ameriflex Group, Inc.
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Meeder Advisory Services, Inc.
|
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|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Philo Smith Capital Corp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
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|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
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|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
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|
Silvant Capital Management LLC
|
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|
Keel Point, LLC
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
Nomura Holdings Inc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Savvy Advisors, Inc.
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Baldwin Brothers Inc/ma
|
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Inceptionr Llc
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
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|
XTX Topco Ltd
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
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|
Salem Investment Counselors Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
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|
Welch & Forbes Llc
|
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|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
McAdam, LLC
|
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Td Asset Management Inc
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Geneos Wealth Management Inc.
|
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Capital World Investors
|
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Assenagon Asset Management S.A.
|
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Eschler Asset Management LLP
|
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|
Full Sail Capital, LLC
|
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PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
Savant Capital, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
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|
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|
Colonial Trust Co / SC
|
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Eastern Bank
|
|
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Harbor Advisors LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Parallax Volatility Advisers, L.P.
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
LRI Investments, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Independent Advisor Alliance
|
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Carolina Wealth Advisors, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Morton Capital Management LLC/CA
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
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|
Axiom International Investors Llc /de
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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Bank of New York Mellon Corp
|
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Osterweis Capital Management Inc
|
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Quaker Wealth Management, LLC
|
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Mackenzie Financial Corp
|
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IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
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|
Chilton Investment Co Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
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|
SBI Securities Co., Ltd.
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
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|
S-Bank Fund Management Ltd
|
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Toronto Dominion Bank
|
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Mufg Securities Americas Inc.
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
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|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
|
|
IronOak Wealth LLC.
|
|
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|
TFR Capital, LLC.
|
|
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|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
Klingman & Associates, LLC
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
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|
OneAscent Wealth Management LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
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|
|
Harbour Investments, Inc.
|
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|
Summit Financial Wealth Advisors, LLC
|
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|
Pathstone Holdings, LLC
|
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|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
|
|
|
Cornerstone Capital, Inc.
|
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|
Atwood & Palmer Inc
|
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|
Wood Tarver Financial Group, LLC
|
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|
Sound Income Strategies, LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Rise Advisors, LLC
|
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|
Frank, Rimerman Advisors LLC
|
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|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
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|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
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|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
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|
Ameriprise Financial Inc
|
|
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|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
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|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
Hibernia Wealth Partners, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
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|
Glenmede Investment Management, LP
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Regal Investment Advisors LLC
|
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|
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|
|
Royal London Asset Management Ltd
|
|
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|
Johnson Financial Group, Inc.
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
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|
|
Heartland Bank & Trust Co
|
|
|
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|
|
Fortress Private Ledger, Llc
|
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|
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|
|
Winton Capital Group Ltd
|
|
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|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
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|
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|
Jpmorgan Chase & Co
|
|
|
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|
Viking Global Investors Lp
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
11 Capital Partners LP
|
|
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|
Cape Investment Advisory, Inc.
|
|
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|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
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|
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|
Qsemble Capital Management, LP
|
|
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|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Longview Financial Advisors, Inc.
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
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QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
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|
W Advisors, Llc
|
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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|
Qube Research & Technologies Ltd
|
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|
Schear Investment Advisers, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Jefferies Financial Group Inc.
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GW&K Investment Management, LLC
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BankPlus Wealth Management LLC
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Acadian Asset Management Llc
|
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
VestGen Advisors, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
DAVENPORT & Co LLC
|
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|
Fulton Bank, N.a.
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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Axxcess Wealth Management, Llc
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111 Capital
|
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
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State Of Wisconsin Investment Board
|
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Group One Trading, L.p.
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
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Montag A & Associates Inc
|
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Wendell David Associates Inc
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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Builder Investment Group Inc /adv
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First Horizon Advisors, Inc.
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Korea Investment CORP
|
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Snowden Capital Advisors LLC
|
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AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
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|
Evercore Wealth Management, LLC
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
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|
Csenge Advisory Group
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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Virtue Capital Management, LLC
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Synovus Financial Corp
|
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Sanibel Captiva Trust Company, Inc.
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Cerity Partners LLC
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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J.Safra Asset Management Corp
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Compass Ion Advisors, LLC
|
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Aspect Partners, LLC
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AdvisorNet Financial, Inc
|
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Catalina Capital Group, LLC
|
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First Citizens Bank & Trust Co
|
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Kaizen Financial Strategies
|
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Nordea Investment Management Ab
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Nicola Wealth Management Ltd.
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DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
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Cox Capital Mgt LLC
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Addison Advisors LLC
|
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Global Wealth Strategies & Associates
|
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Potomac Fund Management Inc /adv
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Grant Street Asset Management, Inc.
|
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Trust Co Of Virginia /va
|
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AIA Group Ltd
|
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Burney Co/
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
Evergreen Private Wealth LLC
|
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
Keebeck Wealth Management, LLC
|
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|
Mitchell Sinkler & Starr/pa
|
|
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
Gabelli Dividend & Income Trust
|
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|
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|
Nvwm, Llc
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
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|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
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|
|
IFP Advisors, Inc
|
|
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|
|
Rathbone Brothers plc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
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|
George Kaiser Family Foundation
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
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|
|
Sfm, Llc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
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|
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|
EPG Wealth Management LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
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|
|
Bahl & Gaynor Inc
|
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|
Boreal Capital Management LLC
|
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
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|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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|
|
|
|
Allstate Corp
|
|
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|
Prudential Plc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Alpine Global Management, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
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|
Change Path, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
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|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
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|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
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|
|
National Bank Of Canada /fi/
|
|
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|
|
|
Leeward Financial Partners, LLC
|
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|
|
West Family Investments, Inc.
|
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|
MTM Investment Management, LLC
|
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|
JustInvest LLC
|
|
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|
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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TFC Financial Management
|
|
|
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|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
|
Tranquility Partners, LLC
|
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|
Erste Asset Management GmbH
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Federated Hermes, Inc.
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Tudor Investment Corp Et Al
|
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|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
Dana Investment Advisors, Inc.
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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Deseret Mutual Benefit Administrators
|
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|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Alta Advisers Ltd
|
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Payden & Rygel
|
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Regions Financial Corp
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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SEG Partners Long/Short Equity Fund
|
|
|
|
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|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
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|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
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|
|
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|
Mark Sheptoff Financial Planning, Llc
|
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Checchi Capital Advisers, LLC
|
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|
North Point Portfolio Managers Corp/oh
|
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|
Quest Partners LLC
|
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|
Ballew Advisors, Inc
|
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|
Ancora Advisors, LLC
|
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|
NewEdge Wealth, LLC
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Prudential Financial Inc
|
|
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
Bingham Private Wealth, Llc
|
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|
Dearborn Partners Llc
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
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|
Nixon Peabody Trust Co
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
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|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
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|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
City State Bank
|
|
|
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|
|
Sowell Financial Services LLC
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Shell Asset Management Co
|
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|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
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|
|
Kilter Group LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
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|
Moran Wealth Management, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
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|
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|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Anthracite Investment Company, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Fortress Investment Group LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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Miracle Mile Advisors, LLC
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Texas Capital Bancshares Inc/tx
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Sequoia Financial Advisors, LLC
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State of Tennessee, Treasury Department
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VCGAX - VALIC Co I - Growth & Income Fund
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Beacon Pointe Advisors, LLC
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Commerzbank Aktiengesellschaft /fi
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Ballentine Partners, LLC
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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West Paces Advisors Inc.
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Mpwm Advisory Solutions, Llc
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Toroso Investments, LLC
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ICONIQ Capital, LLC
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Spinnaker Trust
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SMART Wealth LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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DRW Securities, LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Beaird Harris Wealth Management, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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Aviva Plc
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Intech Investment Management Llc
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Seelaus Asset Management LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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FIL Ltd
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Hollencrest Capital Management
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Renaissance Investment Group LLC
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Humankind Benefit Corp - Humankind US Stock ETF
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Promus Capital, LLC
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IMC-Chicago, LLC
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Stephens Inc /ar/
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Woodward Diversified Capital, Llc
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Rothschild Investment Llc
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New Century Financial Group, LLC
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Versant Capital Management, Inc
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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EULAV Asset Management
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J. Safra Sarasin Holding AG
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Allianz Asset Management GmbH
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High Note Wealth, LLC
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Covenant Partners, LLC
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Wrapmanager Inc
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Carnegie Capital Asset Management, LLC
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Mariner, LLC
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Berkshire Bank
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Brown Advisory Inc
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Eagle Wealth Strategies Llc
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Missouri Trust & Investment Co
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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Nomura Asset Management Co Ltd
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Skopos Labs, Inc.
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Allworth Financial LP
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MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
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OneAscent Investment Solutions LLC
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
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Provident Wealth Management, LLC
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Wbh Advisory Inc
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FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
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Paradigm Financial Partners, Llc
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Investmark Advisory Group LLC
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IXG - iSHARES TRUST - iShares Global Financials ETF
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Garde Capital, Inc.
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Dynamic Technology Lab Private Ltd
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Profunds - Profund Vp Large-cap Growth
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LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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1620 Investment Advisors, Inc.
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Brighton Jones Llc
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Webster Bank, N. A.
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Vanguard Group Inc
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First Command Advisory Services, Inc.
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West Branch Capital LLC
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Nuveen, LLC
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Dover Advisors, Llc
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TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
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Neo Ivy Capital Management
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Greenleaf Trust
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Man Group plc
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AlphaStar Capital Management, LLC
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NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Greykasell Wealth Strategies, Inc.
|
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Citadel Advisors Llc
|
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National Asset Management, Inc.
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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Norges Bank
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Linscomb & Williams, Inc.
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
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Barclays Plc
|
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MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
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Clarendon Private LLC
|
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Lawson Kroeker Investment Management Inc/ne
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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