|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
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|
|
Union Heritage Capital, LLC
|
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|
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|
Alberta Investment Management Corp
|
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|
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|
Stock Yards Bank & Trust Co
|
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|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
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|
WPG Advisers, LLC
|
|
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|
Clarius Group, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Artisan Partners Limited Partnership
|
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|
First County Bank /CT/
|
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DDD Partners, LLC
|
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|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
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|
Holderness Investments Co
|
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First Horizon Advisors, Inc.
|
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Planning Center, Inc.
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Battery Global Advisors, LLC
|
|
|
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JCIC Asset Management Inc.
|
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DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
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|
|
Delaney Dennis R
|
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Two Sigma Advisers, Lp
|
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|
Zacks Investment Management
|
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|
Royal London Asset Management Ltd
|
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Tocqueville Asset Management L.p.
|
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|
Montecito Bank & Trust
|
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|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
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|
|
Nbc Securities, Inc.
|
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|
Panagora Asset Management Inc
|
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Renaissance Investment Group LLC
|
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Uhlmann Price Securities, Llc
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
|
Red Tortoise LLC
|
|
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|
Generali Investments, Management Co LLC
|
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Gitterman Wealth Management, LLC
|
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Norway Savings Bank
|
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|
Union Bancaire Privee, UBP SA
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
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|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
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|
Wolff Wiese Magana Llc
|
|
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|
Group One Trading, L.p.
|
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|
Salomon & Ludwin, LLC
|
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|
|
Russell Investments Group, Ltd.
|
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|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
|
Versor Investments LP
|
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|
Great Lakes Advisors, Llc
|
|
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|
Kinneret Advisory, LLC
|
|
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|
Jackson Thornton Asset Management, Llc
|
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|
Cape Investment Advisory, Inc.
|
|
|
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|
Telos Capital Management, Inc.
|
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|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
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|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
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|
|
East Coast Asset Management, LLC.
|
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|
|
Unisphere Establishment
|
|
|
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|
David Wealth Management LLC
|
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|
EULAV Asset Management
|
|
|
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|
|
Callahan Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
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|
|
IMS Capital Management
|
|
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|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
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|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
|
|
|
Elmwood Wealth Management, Inc.
|
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|
Agf Management Ltd
|
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|
Morton Brown Family Wealth, LLC
|
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|
Quadrature Capital Ltd
|
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|
Cynosure Management, Llc
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
Transce3nd, LLC
|
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|
Monticello Wealth Management, Llc
|
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|
Soros Capital Management Llc
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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|
|
|
|
Horizon Kinetics Asset Management Llc
|
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|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Capital Investment Advisory Services, LLC
|
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|
Eqis Capital Management, Inc.
|
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
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|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
|
|
Northwest Capital Management Inc
|
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|
Sawgrass Asset Management Llc
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
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|
Agate Pass Investment Management, LLC
|
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|
Red Door Wealth Management, LLC
|
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ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
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|
TigerOak Management, L.L.C.
|
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Winton Capital Group Ltd
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
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|
Lafayette Investments, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Braidwell Lp
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
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Thomasville National Bank
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
|
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|
Cadinha & Co Llc
|
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|
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|
Jump Financial, LLC
|
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|
Manitou Investment Management Ltd.
|
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ROSS\JOHNSON & Associates LLC
|
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|
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|
Thoma Capital Management LLC
|
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|
Cross Staff Investments Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Palisades Hudson Asset Management, L.P.
|
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|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
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|
|
Dunhill Financial, LLC
|
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|
Roffman Miller Associates Inc /pa/
|
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|
Breakwater Capital Group
|
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Janney Capital Management LLC
|
|
|
|
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
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|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
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|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
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|
Avantax Planning Partners, Inc.
|
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|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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|
SBI Securities Co., Ltd.
|
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Security National Bank Of So Dak
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
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|
|
|
Avestar Capital, LLC
|
|
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|
Ameriprise Financial Inc
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
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|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
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|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
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|
|
|
Dempze Nancy E
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
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|
|
|
State Street Corp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
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|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
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|
Primecap Management Co/ca/
|
|
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|
|
Factory Mutual Insurance Co
|
|
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|
Mawer Investment Management Ltd.
|
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GLOBALT Investments LLC / GA
|
|
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|
Elevatus Welath Management
|
|
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|
Laurion Capital Management LP
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Georgetown University
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
D1 Capital Partners L.P.
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Deerfield Management Company, L.p. (series C)
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
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Keystone Wealth Services, LLC
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
BSW Wealth Partners
|
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Moneta Group Investment Advisors Llc
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Associated Banc-corp
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Independence Bank of Kentucky
|
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|
State of Alaska, Department of Revenue
|
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Liberty All Star Equity Fund
|
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|
Mackenzie Financial Corp
|
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Granite Investment Partners, LLC
|
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FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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Wolverine Asset Management Llc
|
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Border to Coast Pensions Partnership Ltd
|
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Cozad Asset Management Inc
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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Lipe & Dalton
|
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Eisler Capital Management Ltd.
|
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Sky Investment Group LLC
|
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City Holding Co
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Nbt Bank N A /ny
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
YHB Investment Advisors, Inc.
|
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Mmbg Investment Advisors Co.
|
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Vicus Capital
|
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TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial
|
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|
Wharton Business Group, LLC
|
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Aster Capital Management (DIFC) Ltd
|
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Mission Creek Capital Partners, Inc.
|
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Utah Retirement Systems
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Lcnb Corp
|
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VeraBank, N.A.
|
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BancorpSouth Bank
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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Standard Life Aberdeen plc
|
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Bokf, Na
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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Transcend Wealth Collective, Llc
|
|
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|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
NewSquare Capital LLC
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Summit Trail Advisors, Llc
|
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Brasada Capital Management, Lp
|
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Missouri Trust & Investment Co
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
CGC Financial Services, LLC
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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|
Harbor Asset Planning, Inc.
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Accredited Wealth Management, LLC
|
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|
Jamison Private Wealth Management, Inc.
|
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Palmer Knight Co
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Beacon Investment Advisory Services, Inc.
|
|
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|
Malaga Cove Capital, LLC
|
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Sulzberger Capital Advisors, Inc.
|
|
|
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
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|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
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|
First Foundation Advisors
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
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|
Total Investment Management Inc
|
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|
Natixis Advisors, L.p.
|
|
|
|
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|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Clifford Group, LLC
|
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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|
New England Capital Financial Advisors LLC
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
Vestcor Inc
|
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|
Palisade Capital Management Llc/nj
|
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|
Patten Group, Inc.
|
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Otter Creek Advisors, LLC
|
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Forbes J M & Co Llp
|
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|
Bleakley Financial Group, LLC
|
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|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
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|
GeoWealth Management, LLC
|
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|
1620 Investment Advisors, Inc.
|
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|
JDH Wealth Management, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
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|
Sandhill Capital Partners LLC
|
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|
Waratah Capital Advisors Ltd.
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NEOS Investment Management LLC
|
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Graham Capital Management, L.P.
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Legacy Financial Advisors, Inc.
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
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|
Winslow Capital Management, LLC
|
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|
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|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
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|
Platform Technology Partners
|
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|
Marshall Wace, Llp
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Kennebec Savings Bank
|
|
|
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|
Tranquility Partners, LLC
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
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|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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|
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|
Whipplewood Advisors, LLC
|
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Candriam Luxembourg S.C.A.
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Allegheny Financial Group LTD
|
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|
John Hancock Funds II - Health Sciences Fund Class NAV
|
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|
Wealth Architects, LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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Whittier Trust Co
|
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Bradley Foster & Sargent Inc/ct
|
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Banque de Luxembourg S.A.
|
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KKM Financial LLC
|
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Dynamic Advisor Solutions LLC
|
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Solstein Capital, LLC
|
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Sound Income Strategies, LLC
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Weiss Asset Management LP
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Clean Yield Group
|
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|
Hudson Value Partners, LLC
|
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Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Sivia Capital Partners, LLC
|
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VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Berger Financial Group, Inc
|
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|
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|
|
Hikari Power Ltd
|
|
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|
|
Citizens Financial Group Inc/ri
|
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|
Hartford Financial Management Inc.
|
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|
Canopy Partners, LLC
|
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|
Cove Street Capital, LLC
|
|
|
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|
|
OMERS ADMINISTRATION Corp
|
|
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|
ESG Planning
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
|
Kilter Group LLC
|
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WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
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|
Gateway Investment Advisers Llc
|
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|
Wall Street Access Asset Management, LLC
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|
Glenview Trust Co
|
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|
Sowell Financial Services LLC
|
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|
Busey Wealth Management
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Howard Capital Management Inc.
|
|
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|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
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|
|
Fiduciary Group LLC
|
|
|
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|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
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|
Hengehold Capital Management Llc
|
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|
Truist Financial Corp
|
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Fosun International Ltd
|
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|
Heritage Wealth Advisors
|
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|
Cantor Fitzgerald, L. P.
|
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|
IFG Advisory, LLC
|
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|
R.P. Boggs & Co.
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
|
Arvin Capital Management LP
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Victory Capital Management Inc
|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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|
Wealthspire Advisors, LLC
|
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|
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De Burlo Group Inc
|
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|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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|
|
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|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
Private Advisor Group, LLC
|
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Knights of Columbus Asset Advisors LLC
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Arrow Financial Corp
|
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1248 Management, LLC
|
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Clarkston Capital Partners, LLC
|
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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|
Humankind Investments LLC
|
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|
Spear Holdings RSC Ltd
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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|
Midwest Trust Co
|
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|
Arbor Trust Wealth Advisors, Llc
|
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|
Clear Creek Financial Management, LLC
|
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StoneX Group Inc.
|
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Wormser Freres Gestion
|
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Fulcrum Asset Management LLP
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
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|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Retirement Wealth Solutions LLC
|
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|
Icon Wealth Advisors, LLC
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
Nadler Financial Group, Inc.
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Northstar Asset Management Inc
|
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|
Meeder Asset Management Inc
|
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Assetmark, Inc
|
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|
DB Fitzpatrick & Co, Inc
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Allianz Se
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Fmr Llc
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
Piscataqua Savings Bank
|
|
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|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
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|
Bogart Wealth, LLC
|
|
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
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|
Delta Financial Group, Inc.
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
|
Wbh Advisory Inc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
General Partner, Inc.
|
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|
Meritage Portfolio Management
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
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|
|
Kestra Advisory Services, LLC
|
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|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
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|
Ally Financial Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
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|
Hopwood Financial Services, Inc.
|
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|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
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|
Mirabaud & Cie SA
|
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|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
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|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Zeno Equity Partners LLP
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
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Tower View Investment Management & Research LLC
|
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|
Provenance Wealth Advisors, LLC
|
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|
Tuttle Tactical Management LLC
|
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|
Winch Advisory Services, LLC
|
|
|
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|
Modera Wealth Management, LLC
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
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|
Bedrijfstakpensioenfonds Voor De Media Pno
|
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|
|
Bank & Trust Co
|
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|
Family Legacy, Inc.
|
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|
Shorepath Capital Management LLC
|
|
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|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
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|
Central Bank & Trust Co
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
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|
|
Eversept Partners, LP
|
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|
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|
JGP Wealth Management, LLC
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Acima Private Wealth, Llc
|
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|
Stephens Consulting, LLC
|
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|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
Capula Management Ltd
|
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Arrowstreet Capital, Limited Partnership
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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Progressive Investment Management Corp
|
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Pioneer Trust Bank N A/or
|
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Coastline Trust Co
|
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Foronjy Financial Llc
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Ingalls & Snyder Llc
|
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Commonwealth Equity Services, Llc
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
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O'shaughnessy Asset Management, Llc
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Global Retirement Partners, LLC
|
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PENN SERIES FUNDS INC - Large Core Growth Fund
|
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|
Caitong International Asset Management Co., Ltd
|
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
Lowe Brockenbrough & Co Inc
|
|
|
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|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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|
Cetera Trust Company, N.A
|
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Natixis
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Tompkins Financial Corp
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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Woodmont Investment Counsel Llc
|
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Benin Management CORP
|
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Tsai Capital Corp
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Steigerwald, Gordon & Koch Inc.
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
Maseco Llp
|
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|
UMA Financial Services, Inc.
|
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|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
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|
|
Toroso Investments, LLC
|
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|
Westside Investment Management, Inc.
|
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Patton Albertson Miller Group, Llc
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Biltmore Family Office, LLC
|
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|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
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|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
Interchange Capital Partners, LLC
|
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|
TKG Advisors, LLC
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
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|
|
Citadel Investment Advisory, Inc.
|
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|
Pines Wealth Management, LLC
|
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|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
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|
|
NFP Retirement, Inc.
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Sierra Ocean, Llc
|
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|
Laurel Wealth Advisors LLC
|
|
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|
|
Triune Financial Partners, LLC
|
|
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|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
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|
|
Foresight Group Ltd Liability Partnership
|
|
|
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|
White Pine Capital Llc
|
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|
Garde Capital, Inc.
|
|
|
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|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
11 Capital Partners LP
|
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|
Nbw Capital Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
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Quadrant Capital Group Llc
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Fjell Capital, LLC
|
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Allianzgi Equity & Convertible Income Fund
|
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Carr Financial Group Corp
|
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Evergreen Quality Fund GP, Ltd.
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Choate Investment Advisors
|
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Uncommon Cents Investing LLC
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Adviser Investments LLC
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Longview Financial Advisors LLC
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Redwood Investments, LLC
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StrongBox Wealth, LLC
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Koshinski Asset Management, Inc.
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Harding Loevner Lp
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Brady Family Wealth, Llc
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
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POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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Aviso Financial Inc.
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Generali Asset Management SPA SGR
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Cardiff Park Advisors, Llc
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DLK Investment Management, LLC
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Sequoia Financial Advisors, LLC
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Squarepoint Ops LLC
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Fort Sheridan Advisors Llc
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GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Bigelow Investment Advisors, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Caden Capital Partners, Lp
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Public Employees Retirement System Of Ohio
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Nuveen Core Equity Alpha Fund
|
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Ellerson Group Inc /adv
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Iron Horse Wealth Management, LLC
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Lummis Asset Management, LP
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Bamco Inc /ny/
|
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Franklin Resources Inc
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Louisiana State Employees Retirement System
|
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Parcion Private Wealth LLC
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Edgewood Management Llc
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ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
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Ritholtz Wealth Management
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Guggenheim Capital Llc
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Dymon Asia Capital (singapore) Pte. Ltd.
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Thrivent Financial For Lutherans
|
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APG Asset Management N.V.
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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NorthRock Partners, LLC
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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Aviva Plc
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Mowery & Schoenfeld Wealth Management, LLC
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South Dakota Investment Council
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Tacita Capital Inc
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LRI Investments, LLC
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Qube Research & Technologies Ltd
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Union Savings Bank
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Illinois Municipal Retirement Fund
|
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Brinker Capital Investments, LLC
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Sterling Investment Management, Inc.
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Norinchukin Bank, The
|
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Everett Harris & Co /ca/
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FIL Ltd
|
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Strategic Blueprint, LLC
|
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PACIFIC SELECT FUND - Growth Portfolio Class I
|
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AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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Centennial Bank/AR/
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First Trust Enhanced Equity Income Fund
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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Atwood & Palmer Inc
|
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|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Rathbone Brothers plc
|
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|
Numerai GP LLC
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Mediolanum International Funds Ltd
|
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
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|
GAM Holding AG
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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|
First Affirmative Financial Network
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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|
Flagship Harbor Advisors, Llc
|
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|
Advisors Asset Management, Inc.
|
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Davis R M Inc
|
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|
Penobscot Investment Management Company, Inc.
|
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|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Western Wealth Management, LLC
|
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|
Stephens Inc /ar/
|
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|
Qtron Investments LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
BlueSpruce Investments, LP
|
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|
Dorsey & Whitney Trust CO LLC
|
|
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|
Valeo Financial Advisors, LLC
|
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|
Pictet Asset Management Holding SA
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Man Group plc
|
|
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|
|
|
Great Valley Advisor Group, Inc.
|
|
|
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|
Nordea Investment Management Ab
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
PBCay One RSC Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Bancreek Capital Management, LP
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
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Peddock Capital Advisors, Llc
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Puzo Michael J
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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Axa S.a.
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QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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Bouchey Financial Group Ltd
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PFM Health Sciences, LP
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Voloridge Investment Management, Llc
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Inscription Capital, LLC
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Baker Avenue Asset Management, LP
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Strategy Asset Managers Llc
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Reyes Financial Architecture, Inc.
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Cable Hill Partners, LLC
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TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
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Fulton Bank, N.a.
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ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
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Jarislowsky, Fraser Ltd
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NOSIX - Northern Funds - Northern Stock Index Fund
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Mairs & Power Inc
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Goelzer Investment Management, Inc.
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Bollard Group LLC
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
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Cambridge Advisors Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
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Strs Ohio
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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SCS Capital Management LLC
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Highline Wealth Partners Llc
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BTG Pactual Asset Management US LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Raleigh Capital Management Inc.
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Los Angeles Capital Management Llc
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NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
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J.w. Cole Advisors, Inc.
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
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Enclave Advisors LLC
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Parsons Capital Management Inc/ri
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Country Club Bank /gfn
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Magnolia Capital Advisors Llc
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Community Bank, N.A.
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Patron Partners Advisors, Llc
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DnB Asset Management AS
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Tekla Healthcare Investors
|
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Bellevue Group AG
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VSTIX - VALIC Co I - Stock Index Fund
|
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Mayflower Financial Advisors, LLC
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GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
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EP Wealth Advisors, Inc.
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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Wealth Effects Llc
|
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Vise Technologies, Inc.
|
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Parkworth Wealth Management, Inc.
|
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BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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Sava Infond d.o.o.
|
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United Community Bank
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Ag2r La Mondiale Gestion D'actifs
|
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Colony Group, LLC
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AdvisorNet Financial, Inc
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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Allianzgi Diversified Income & Convertible Fund
|
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Cooper Investors Pty Ltd
|
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Blueshift Asset Management, LLC
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BLI - Banque de Luxembourg Investments
|
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Bank of Marin
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Wolverine Trading, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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Riverstone Advisors, LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Axxcess Wealth Management, Llc
|
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|
Bordeaux Wealth Advisors LLC
|
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Cerity Partners LLC
|
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Cortland Associates Inc/mo
|
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
BNP Paribas Asset Management Holding S.A.
|
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TCTC Holdings, LLC
|
|
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|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
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|
Mcrae Capital Management Inc
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Mutual Of America Capital Management Llc
|
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Tandem Capital Management Corp /adv
|
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E Fund Management Co., Ltd.
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
First Fiduciary Investment Counsel, Inc.
|
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|
ELCO Management Co., LLC
|
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|
Smith, Salley & Associates
|
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|
Cullen/frost Bankers, Inc.
|
|
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|
Securian Asset Management, Inc
|
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|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
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|
|
Central Pacific Bank - Trust Division
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Swedbank AB
|
|
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|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
Umb Bank N A/mo
|
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|
Saturna Capital CORP
|
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Tsfg, Llc
|
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Buckingham Strategic Partners
|
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|
Arcadia Investment Management Corp/mi
|
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|
Everhart Financial Group, Inc.
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Brevan Howard Capital Management LP
|
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|
Employees Retirement System of Texas
|
|
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|
Empowered Funds, LLC
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
|
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|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
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|
|
Charter Trust Co
|
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|
Wetherby Asset Management Inc
|
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|
Old Point Trust & Financial Services N A
|
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|
Sender Co & Partners, Inc.
|
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|
WASHINGTON TRUST Co
|
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|
Oak Thistle LLC
|
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
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|
Bearing Point Capital, Llc
|
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|
Woodbridge CO LTD
|
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TOWER TRUST & INVESTMENT Co
|
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|
Parkside Financial Bank & Trust
|
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|
Krs Capital Management, Llc
|
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|
Monetary Management Group Inc
|
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Hara Capital LLC
|
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|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
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|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
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|
Ancora Advisors, LLC
|
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|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
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|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
|
Ironvine Capital Partners, LLC
|
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|
Kestra Investment Management, LLC
|
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Harbor Advisors LLC
|
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Flagship Wealth Advisors, Llc
|
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|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
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|
Venture Visionary Partners LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
La Banque Postale Asset Management SA
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
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|
4J Wealth Management LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Atwater Malick LLC
|
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|
Ameriflex Group, Inc.
|
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|
Bank of New Hampshire
|
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|
Hilltop Holdings Inc.
|
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|
Ameritas Advisory Services, LLC
|
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|
Cohen & Steers, Inc.
|
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|
Good Life Advisors, LLC
|
|
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|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
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|
Ackerman Capital Advisors, LLC
|
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|
Greenleaf Trust
|
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|
Skye Global Management LP
|
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|
Jordan Park Group LLC
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|
Nicholas Hoffman & Company, LLC.
|
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Payden & Rygel
|
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|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
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|
Strengthening Families & Communities, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
Boit C F David
|
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|
Calamos Advisors LLC
|
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|
Greenspring Advisors, LLC
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
General American Investors Co Inc
|
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|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
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|
Heritage Investors Management Corp
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
Everpar Advisors Llc
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
|
|
|
PayPay Securities Corp
|
|
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|
|
|
Accurate Wealth Management, LLC
|
|
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|
|
Retirement Systems of Alabama
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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|
|
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|
Rsm Us Wealth Management Llc
|
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|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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|
Main Street Financial Solutions, LLC
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Centricity Wealth Management, LLC
|
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|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
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|
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|
|
Corient IA LLC
|
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|
Rhumbline Advisers
|
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|
Investment House Llc
|
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|
Covea Finance
|
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|
North Point Portfolio Managers Corp/oh
|
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|
Longfellow Investment Management Co Llc
|
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|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
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|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
Aspen Grove Capital, LLC
|
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|
Notis-McConarty Edward
|
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Resonant Capital Advisors, LLC
|
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Balyasny Asset Management Llc
|
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Harbour Trust & Investment Management Co
|
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Jefferies Financial Group Inc.
|
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
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|
Armis Advisers, LLC
|
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|
Cornerstone Advisors, LLC
|
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|
Price T Rowe Associates Inc /md/
|
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|
Trust Co Of Toledo Na /oh/
|
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Wsfs Capital Management, Llc
|
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Bank Of Montreal /can/
|
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JustInvest LLC
|
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|
Trust Co Of Virginia /va
|
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Lazard Asset Management Llc
|
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|
Focus Financial Network, Inc.
|
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|
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|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Merit Financial Group, LLC
|
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|
|
Evermay Wealth Management Llc
|
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|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Shelton Capital Management
|
|
|
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|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
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|
|
|
|
FORM Wealth Advisors, LLC
|
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|
Lewis Asset Management, LLC
|
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|
Kempen Capital Management N.v.
|
|
|
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
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|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
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|
Consulta Ltd
|
|
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|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Atala Financial Inc
|
|
|
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|
|
Dimensional Fund Advisors Lp
|
|
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|
|
LongView Asset Management LLC
|
|
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|
Apella Capital, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Rivulet Capital, Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
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Gamco Investors, Inc. Et Al
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JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
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Scientech Research LLC
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Resona Asset Management Co.,Ltd.
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Terra Alpha Investments LLC
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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R Squared Ltd
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Institute for Wealth Management, LLC.
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Perigon Wealth Management, LLC
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Capital International Inc /ca/
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Accretive Wealth Partners, LLC
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
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West Family Investments, Inc.
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
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DT Investment Partners, LLC
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
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Webster Bank, N. A.
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Williams Jones Wealth Management, LLC.
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Qrg Capital Management, Inc.
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IFM Investors Pty Ltd
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OEF - iSHARES TRUST - iShares S&P 100 ETF
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
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Ing Groep Nv
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Tran Capital Management, L.p.
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River Street Advisors LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
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Point72 Asset Management, L.P.
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Oarsman Capital, Inc.
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Van Den Berg Management I, Inc
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Public Sector Pension Investment Board
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Aegon Asset Management Uk Plc
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Dagco, Inc.
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City State Bank
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Guinness Atkinson Asset Management Inc
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Wesbanco Bank Inc
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BankPlus Wealth Management LLC
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Valley National Advisers Inc
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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Northeast Investment Management
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Allworth Financial LP
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Koa Wealth Management, LLC
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EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
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Atria Investments Llc
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
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Perkins Coie Trust Co
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Mosaic Family Wealth Partners, Llc
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Sectoral Asset Management Inc
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Bahl & Gaynor Inc
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HNASX - HOMESTEAD FUNDS INC - Growth Fund
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Horizon Bancorp Inc /in/
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Coastal Bridge Advisors, LLC
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GRW - TCW ETF Trust - TCW Compounders ETF
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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Bridgewater Advisors Inc.
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Sigma Investment Counselors Inc
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Holocene Advisors, LP
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Bernard Wealth Management Corp.
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Marshall & Sterling Wealth Advisors Inc.
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Park Square Financial Group, LLC
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Boston Family Office Llc
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Sivik Global Healthcare LLC
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Five Oceans Advisors
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Golden State Equity Partners
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Cascade Wealth Advisors, Inc
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Sound View Wealth Advisors Group, LLC
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Legacy Wealth Management, LLC / MS
|
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Opal Wealth Advisors, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
First Command Advisory Services, Inc.
|
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Cranbrook Wealth Management, LLC
|
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|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
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|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Private Trust Co Na
|
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|
Garrison Point Advisors, Llc
|
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Cwm, Llc
|
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|
Asset Planning,Inc
|
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|
Ntv Asset Management Llc
|
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|
Stifel Financial Corp
|
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|
Jupiter Asset Management Ltd
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
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|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
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|
Federated Hermes, Inc.
|
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|
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|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
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Federation des caisses Desjardins du Quebec
|
|
|
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MONECO Advisors, LLC
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
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|
Quantbot Technologies LP
|
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|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
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|
Alapocas Investment Partners, Inc.
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Waycross Investment Management Co
|
|
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|
Breakwater Investment Management
|
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|
Wellington Management Group Llp
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
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|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
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|
|
Wahed Invest LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
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|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
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|
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|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
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|
Ironwood Investment Management Llc
|
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|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Avidity Partners Management LP
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
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Figure 8 Investment Strategies Llc
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Bruce G. Allen Investments, LLC
|
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|
State Of Wisconsin Investment Board
|
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Bull Street Advisors, LLC
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
BOK Financial Private Wealth, Inc.
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Profunds - Profund Vp Health Care
|
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Tower Bridge Advisors
|
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Boomfish Wealth Group, LLC
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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Stansberry Asset Management, Llc
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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Cowa, Llc
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Mar Vista Investment Partners Llc
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Nexus Investment Management ULC
|
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EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
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Covestor Ltd
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Conestoga Capital Advisors, LLC
|
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Brookstone Capital Management
|
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FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
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Motley Fool Wealth Management, LLC
|
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|
Assenagon Asset Management S.A.
|
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GWM Advisors LLC
|
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Sageworth Trust Co
|
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Cypress Capital Group
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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Osterweis Capital Management Inc
|
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Cedar Mountain Advisors, LLC
|
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J.P. Marvel Investment Advisors, LLC
|
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Motco
|
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Montis Financial, LLC
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
Duquesne Family Office LLC
|
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O'Brien Greene & Co. Inc
|
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MorganRosel Wealth Management, LLC
|
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Md Sass Investors Services Inc
|
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Frank, Rimerman Advisors LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
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|
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
Redmond Asset Management, LLC
|
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PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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Vancity Investment Management Ltd
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Macquarie Group Ltd
|
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Triavera Capital LLC
|
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Granite FO LLC
|
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Financial Engines Advisors L.L.C.
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
Romano Brothers And Company
|
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|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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WFA of San Diego, LLC
|
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Eos Management, L.P.
|
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Guardian Wealth Advisors, Llc / Nc
|
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|
Essex Savings Bank
|
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Staley Capital Advisers Inc
|
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|
Carderock Capital Management Inc
|
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Vestal Point Capital, LP
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
AE Wealth Management LLC
|
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|
Obsidian Personal Planning Solutions LLC
|
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|
Paladin Advisory Group, LLC
|
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|
ExodusPoint Capital Management, LP
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Coronation Fund Managers Ltd.
|
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|
Smithfield Trust Co
|
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|
River Wealth Advisors LLC
|
|
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|
BTC Capital Management, Inc.
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
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|
SummitTX Capital, L.P.
|
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|
Sepio Capital, LP
|
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|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Dorsey Asset Management, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
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MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
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Ilmarinen Mutual Pension Insurance Co
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Boltwood Capital Management
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Manufacturers Life Insurance Company, The
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
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Cetera Investment Advisers
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Coldstream Capital Management Inc
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HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
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BlackRock ETF Trust - BlackRock Future Health ETF
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Pinnacle West Asset Management, Inc.
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RMG Wealth Management LLC
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International Assets Investment Management, Llc
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Castle Rock Wealth Management, LLC
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Putney Financial Group LLC
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Alpine Bank Wealth Management
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AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
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Sagard Holdings Management Inc.
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Itau Unibanco Holding S.A.
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Austin Private Wealth, LLC
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HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
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WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
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Newbridge Financial Services Group, Inc.
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Stone Run Capital, Llc
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Consultiva Wealth Management, Corp.
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Parnassus Investments /ca
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Railway Pension Investments Ltd
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
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North Star Asset Management Inc
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
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WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
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Azimuth Capital Investment Management LLC
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Tekla World Healthcare Fund
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Vident Advisory, LLC
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TD Capital Management LLC
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MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
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Schwallier Wealth Management LLC
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Toth Financial Advisory Corp
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Magnetar Financial LLC
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
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Van Hulzen Asset Management, LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Quantinno Capital Management LP
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Fire Capital Management LLC
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Grey Fox Wealth Advisors, LLC
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Bangor Savings Bank
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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PKO Investment Management Joint-Stock Co
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Fox Hill Wealth Management
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
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Summit Asset Management, LLC
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
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HighMark Wealth Management LLC
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Ridgewood Investments LLC
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Cornerstone Wealth Group, LLC
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Rhenman & Partners Asset Management AB
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Willow Creek Wealth Management Inc.
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Lee Danner & Bass Inc
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Aaron Wealth Advisors LLC
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Canada Pension Plan Investment Board
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Painted Porch Advisors LLC
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Morse Asset Management, Inc
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Bingham Private Wealth, Llc
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Arvest Bank Trust Division
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Vigilare Wealth Management
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Baker Boyer National Bank
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Integrated Advisors Network LLC
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Caisse De Depot Et Placement Du Quebec
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Crowley Wealth Management, Inc.
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
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HBK Sorce Advisory LLC
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Jfs Wealth Advisors, Llc
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ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
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Tortoise Investment Management, LLC
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Professional Advisory Services Inc
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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Bedel Financial Consulting, Inc.
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