|
Moors & Cabot, Inc.
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
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|
|
Financial Advocates Investment Management
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
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|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
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|
Patton Fund Management, Inc.
|
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Unique Wealth, Llc
|
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|
|
American Trust
|
|
|
|
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|
Wendell David Associates Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
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|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
NS Partners Ltd
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
Platinum Investment Management Ltd
|
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|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Bath Savings Trust Co
|
|
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|
UBS Group AG
|
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
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|
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|
|
Syon Capital Llc
|
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|
Ptm Wealth Management, Llc
|
|
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|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Symmetry Partners, LLC
|
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|
Ostrum Asset Management
|
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|
LGT Group Foundation
|
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|
|
Close Asset Management Ltd
|
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|
One Wealth Capital Management, Llc
|
|
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|
|
GAMMA Investing LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
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|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
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|
|
IFP Advisors, Inc
|
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|
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|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Redwood Investment Management, Llc
|
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|
|
|
|
Claro Advisors LLC
|
|
|
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|
|
Comerica Bank
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
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|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
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|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Investment House Llc
|
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|
Country Trust Bank
|
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17 Capital Partners, Llc
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
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|
Quest Partners LLC
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|
Kestra Private Wealth Services, Llc
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Ascent Group, LLC
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Employees Retirement System of Texas
|
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MorganRosel Wealth Management, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
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Aqr Capital Management Llc
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|
State of Alaska, Department of Revenue
|
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LRI Investments, LLC
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Knollwood Investment Advisory, LLC
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Cape Cod Five Cents Savings Bank
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Stance Capital Llc
|
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Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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Glenmede Investment Management, LP
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PAWZ - PROSHARES TRUST - ProShares Pet Care ETF
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Robinson Smith Wealth Advisors Llc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
Crestmont Private Wealth LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Two Creeks Capital Management, LP
|
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Mowery & Schoenfeld Wealth Management, LLC
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
Tudor Investment Corp Et Al
|
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Davy Global Fund Management Ltd
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FORA Capital, LLC
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Pensionmark Financial Group, Llc
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Pembroke Management, LTD
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Truist Financial Corp
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Garda Capital Partners Lp
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
F/M Investments LLC
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Nuveen Core Equity Alpha Fund
|
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Zions Bancorporation, National Association /ut/
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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|
Newbridge Financial Services Group, Inc.
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Aurora Investment Managers, LLC.
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Mml Investors Services, Llc
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Anderson Hoagland & Co
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
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|
Bigelow Investment Advisors, LLC
|
|
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|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
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|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
Achmea Investment Management B.V.
|
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|
Connor, Clark & Lunn Investment Management Ltd.
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Ridgewood Investments LLC
|
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|
Lyell Wealth Management, Lp
|
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Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
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|
Nbt Bank N A /ny
|
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|
Vise Technologies, Inc.
|
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Carnegie Capital Asset Management, LLC
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Headinvest, Llc
|
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|
WPG Advisers, LLC
|
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|
Americana Partners, LLC
|
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|
Walleye Capital LLC
|
|
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|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
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|
|
|
Southeast Asset Advisors Inc.
|
|
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|
Cresset Asset Management, LLC
|
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|
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|
Siemens Fonds Invest GmbH
|
|
|
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|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
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|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Colonial Trust Co / SC
|
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|
Schechter Investment Advisors, LLC
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Corient IA LLC
|
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|
Sagespring Wealth Partners, Llc
|
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|
Sachetta, LLC
|
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|
AdvisorNet Financial, Inc
|
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Personal Cfo Solutions, Llc
|
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HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
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|
Wilson Asset Management (international) Pty Ltd
|
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|
Parkside Financial Bank & Trust
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
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|
We Are One Seven, LLC
|
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|
WestEnd Advisors, LLC
|
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Intellectus Partners, LLC
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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Wood Tarver Financial Group, LLC
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
denkapparat Operations GmbH
|
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Atticus Wealth Management, Llc
|
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Sit Investment Associates Inc
|
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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|
Carderock Capital Management Inc
|
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United Capital Financial Advisers, Llc
|
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|
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Wellington Management Group Llp
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Old Port Advisors
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
Red Tortoise LLC
|
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FIL Ltd
|
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Cardinal Capital Management
|
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Nomura Asset Management Co Ltd
|
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NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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|
Puzo Michael J
|
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CBIZ Investment Advisory Services, LLC
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Price T Rowe Associates Inc /md/
|
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Middleton & Co Inc/ma
|
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Covestor Ltd
|
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|
Principal Securities, Inc.
|
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Scientech Research LLC
|
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Means Investment Co., Inc.
|
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Horizons Wealth Management
|
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FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
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|
Lummis Asset Management, LP
|
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Hrt Financial Lp
|
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Shell Asset Management Co
|
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State of Wyoming
|
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Opal Wealth Advisors, LLC
|
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Princeton Global Asset Management LLC
|
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Empowered Funds, LLC
|
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Farmers & Merchants Investments Inc
|
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Lountzis Asset Management, Llc
|
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Select Equity Group, L.P.
|
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Nutshell Asset Management Ltd
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Avion Wealth
|
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Candriam Luxembourg S.C.A.
|
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Metis Global Partners, LLC
|
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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|
Advisor Group Holdings, Inc.
|
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|
Centurion Wealth Management LLC
|
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|
Millennium Management Llc
|
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|
CHICAGO TRUST Co NA
|
|
|
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|
Catalyst Financial Partners Llc
|
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|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
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|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
|
Nordea Investment Management Ab
|
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|
First United Bank Trust/
|
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|
Bright Rock Capital Management, Llc
|
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|
Castleview Partners, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Sio Capital Management, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
Modern Wealth Management, LLC
|
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|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
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|
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|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
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|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
Sei Investments Co
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Kovitz Investment Group Partners, LLC
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|
Shelton Capital Management
|
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|
Global X Japan Co., Ltd.
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
|
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|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
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|
SG Americas Securities, LLC
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|
Korea Investment CORP
|
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|
Canada Post Corp Registered Pension Plan
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
|
|
|
Ninety One UK Ltd
|
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|
Dagco, Inc.
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
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Axa S.a.
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WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
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BLI - Banque de Luxembourg Investments
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Ameriprise Financial Inc
|
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Keel Point, LLC
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Cwm, Llc
|
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Crossmark Global Holdings, Inc.
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Wetherby Asset Management Inc
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Beaird Harris Wealth Management, LLC
|
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|
Cornerstone Planning Group LLC
|
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|
Salvus Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Td Private Client Wealth Llc
|
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Atria Wealth Solutions, Inc.
|
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CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
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|
Creative Planning
|
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|
Jfs Wealth Advisors, Llc
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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Ethic Inc.
|
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|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
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|
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
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Vanguard Group Inc
|
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|
Wd Rutherford Llc
|
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Gabelli Funds Llc
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
|
Pier Capital, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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Cetera Investment Advisers
|
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|
Mayflower Financial Advisors, LLC
|
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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
PDS Planning, Inc
|
|
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|
Standard Life Aberdeen plc
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Skopos Labs, Inc.
|
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|
Avanza Fonder AB
|
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|
Retirement Wealth Solutions LLC
|
|
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|
Bellevue Group AG
|
|
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|
Harbor Investment Advisory, Llc
|
|
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
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|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
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|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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|
|
Aegon Asset Management Uk Plc
|
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|
|
Spence Asset Management
|
|
|
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|
|
Bessemer Group Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
American Capital Management Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Axxcess Wealth Management, Llc
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Papp L Roy & Associates
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Catalyst Capital Advisors LLC
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Valued Wealth Advisors LLC
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Pitcairn Co
|
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Wolverine Trading, Llc
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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Adell Harriman & Carpenter Inc
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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CWM Advisors, LLC
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
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Bokf, Na
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Gibbs Wealth Management
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Impax Asset Management Group plc
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Rafferty Asset Management, LLC
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Sunbelt Securities, Inc.
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Choate Investment Advisors
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Savvy Advisors, Inc.
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Manufacturers Life Insurance Company, The
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Verition Fund Management LLC
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Andra AP-fonden
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Landscape Capital Management, L.l.c.
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Whipplewood Advisors, LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Laurel Wealth Advisors LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Progressive Investment Management Corp
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Sequoia Financial Advisors, LLC
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Fundsmith LLP
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Federated Hermes, Inc.
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Hilltop Holdings Inc.
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State Board Of Administration Of Florida Retirement System
|
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RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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Oarsman Capital, Inc.
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
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Generation Investment Management Llp
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Hughes Financial Services, LLC
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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Balentine LLC
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Mariner, LLC
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Mutual Advisors, LLC
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Wealth Alliance
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GPS Wealth Strategies Group, LLC
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Coalescence Partners Investment Management, LP
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Triglav Skladi, D.o.o.
|
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QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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Brown Brothers Harriman & Co
|
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GAM Holding AG
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Zazove Associates Llc
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
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Hartford Investment Management Co
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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Retireful, LLC
|
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POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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BPTRX - BARON SELECT FUNDS - Baron Partners Fund
|
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Boston Private Wealth Llc
|
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Barrett & Company, Inc.
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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DAVENPORT & Co LLC
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
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PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
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Profund Advisors Llc
|
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|
Meyer Handelman Co
|
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|
JustInvest LLC
|
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|
Vident Advisory, LLC
|
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|
Strengthening Families & Communities, LLC
|
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|
LaFleur & Godfrey LLC
|
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|
Sivia Capital Partners, LLC
|
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|
AustralianSuper Pty Ltd
|
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|
Westside Investment Management, Inc.
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
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|
|
Onefund, Llc
|
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|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
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|
|
NorthRock Partners, LLC
|
|
|
|
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|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
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|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
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|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
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|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
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|
Baker Tilly Financial, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
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|
|
SILVER OAK SECURITIES, Inc
|
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|
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|
|
Barbara Oil Co.
|
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
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|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
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|
|
First Manhattan Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Coston, McIsaac & Partners
|
|
|
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|
|
Arrowstreet Capital, Limited Partnership
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
Ancora Advisors, LLC
|
|
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|
|
Waterloo Capital, L.P.
|
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|
Schroder Investment Management Group
|
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Victory Capital Management Inc
|
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|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
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|
|
Clean Yield Group
|
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|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
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|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
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|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
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|
Amundi
|
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
PineBridge Investments, L.P.
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
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|
|
Pineridge Advisors LLC
|
|
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|
|
Envestnet Asset Management Inc
|
|
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|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
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Archer Investment Corp
|
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Beacon Pointe Advisors, LLC
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Sittner & Nelson, Llc
|
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Manchester Capital Management LLC
|
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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|
Investidor Profissional Gestao de Recursos Ltda.
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Conning Inc.
|
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First Hawaiian Bank
|
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Occudo Quantitative Strategies Lp
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Virtu Financial LLC
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Royal Bank Of Canada
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Ipswich Investment Management Co., Inc.
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Webster Bank, N. A.
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Heritage Financial Services, LLC
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Voya Investment Management Llc
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Key FInancial Inc
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Sentry Investment Management Llc
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Hemenway Trust Co LLC
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Franklin Resources Inc
|
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Sawgrass Asset Management Llc
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ORG Wealth Partners, LLC
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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Cary Street Partners Financial Llc
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Exencial Wealth Advisors, Llc
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Nisa Investment Advisors, Llc
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Orion Portfolio Solutions, LLC
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Capstone Investment Advisors, Llc
|
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North Star Asset Management Inc
|
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ICICI Prudential Asset Management Co Ltd
|
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Activest Wealth Management
|
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Prosperity Planning, Inc.
|
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MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
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|
Heritage Wealth Advisors
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Fox Run Management, L.l.c.
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Larson Financial Group LLC
|
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BNP Paribas Asset Management Holding S.A.
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Mediolanum International Funds Ltd
|
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Norges Bank
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
Genesis Wealth Advisors, LLC
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
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DekaBank Deutsche Girozentrale
|
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Teachers Retirement System Of The State Of Kentucky
|
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Cary Street Partner Investment Advisory Llc
|
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|
CI Private Wealth, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
Montag A & Associates Inc
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Acima Private Wealth, Llc
|
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Truvestments Capital Llc
|
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Creekmur Asset Management LLC
|
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Chicago Partners Investment Group LLC
|
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|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
Wimmer Associates 1, Llc
|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
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|
Daiwa Securities Group Inc.
|
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|
Westpac Banking Corp
|
|
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|
PFG Advisors
|
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|
China Universal Asset Management Co., Ltd.
|
|
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|
Quarry LP
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
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|
|
Scotia Capital Inc.
|
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Stephens Inc /ar/
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CoreCap Advisors, LLC
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STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
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Bridgewater Associates, LP
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Sierra Ocean, Llc
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
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Arete Wealth Advisors, LLC
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Sumitomo Life Insurance Co
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Hall Laurie J Trustee
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Creative Financial Designs Inc /adv
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Los Angeles Capital Management Llc
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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Peloton Wealth Strategists
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LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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TFC Financial Management
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Weitz Investment Management, Inc.
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Baxter Bros Inc
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Fred Alger Management, Llc
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Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
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Charles Schwab Investment Management Inc
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Cura Wealth Advisors, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
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Alta Capital Management Llc/
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First Bancorp, Inc /ME/
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California Public Employees Retirement System
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Macquarie Group Ltd
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Journey Strategic Wealth Llc
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VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
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GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
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Skandinaviska Enskilda Banken AB (publ)
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Jensen Investment Management Inc
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
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Tower Research Capital LLC (TRC)
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Main Street Financial Solutions, LLC
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Union Savings Bank
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Brevan Howard Capital Management LP
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EFG Asset Management (Americas) Corp.
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
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Cambridge Investment Research Advisors, Inc.
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Silvercrest Asset Management Group Llc
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Tema Etfs Llc
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Legal & General Group Plc
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
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City National Bank Of Florida /msd
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XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
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Davis R M Inc
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Russell Investments Group, Ltd.
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Lgt Capital Partners Ltd.
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
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Northeast Investment Management
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Alta Advisers Ltd
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WealthTrust Axiom LLC
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Klp Kapitalforvaltning As
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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Capital Advisors, Ltd. LLC
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Capital Counsel Llc/ny
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
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Grandeur Peak Global Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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PUREfi Wealth, LLC
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Envestnet Portfolio Solutions, Inc.
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Tectonic Advisors Llc
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Walleye Trading LLC
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Stifel Financial Corp
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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HTG Investment Advisors, Inc.
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Stratos Wealth Partners, LTD.
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Bangor Savings Bank
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Profunds - Profund Vp Ultrabull
|
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Csenge Advisory Group
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Boothbay Fund Management, Llc
|
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Premier Path Wealth Partners, LLC
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Mufg Securities Americas Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Janus Henderson Group Plc
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
Grunden Financial Advisory, Inc.
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GWM Advisors LLC
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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Dana Investment Advisors, Inc.
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Police & Firemen's Retirement System of New Jersey
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
MTM Investment Management, LLC
|
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|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
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|
Arlington Financial Advisors, LLC
|
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|
YHB Investment Advisors, Inc.
|
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|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
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|
Swedbank AB
|
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Lincoln Capital LLC
|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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ORG Partners LLC
|
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Aviance Capital Partners, LLC
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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|
Global Retirement Partners, LLC
|
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|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Montrusco Bolton Investments Inc.
|
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|
Essex Financial Services, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
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|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
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|
|
|
Golden State Wealth Management, LLC
|
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|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
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|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
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|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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