|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
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|
Syverson Strege & Co
|
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|
South Plains Financial, Inc.
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
|
|
|
Lakeridge Wealth Management LLC
|
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|
|
Modera Wealth Management, LLC
|
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|
Bogart Wealth, LLC
|
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|
Alta Advisers Ltd
|
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|
Toronto Dominion Bank
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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Amundi
|
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|
Mackenzie Financial Corp
|
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Czech National Bank
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
Argent Trust Co
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Spire Wealth Management
|
|
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
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|
Opal Wealth Advisors, LLC
|
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|
Flagship Harbor Advisors, Llc
|
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Malaga Cove Capital, LLC
|
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Kayne Anderson Rudnick Investment Management Llc
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Cambiar Investors Llc
|
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Midwest Trust Co
|
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MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Bradley Foster & Sargent Inc/ct
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Lindbrook Capital, Llc
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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denkapparat Operations GmbH
|
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Mjp Associates Inc /adv
|
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Clough Global Opportunities Fund
|
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Dodge & Cox
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Bnp Paribas
|
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Mark Sheptoff Financial Planning, Llc
|
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Sterling Capital Management LLC
|
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Credit Capital Investments LLC
|
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Moneta Group Investment Advisors Llc
|
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Synergy Financial Management, LLC
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Ridgecrest Wealth Partners, Llc
|
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Ritter Daniher Financial Advisory LLC / DE
|
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|
Bridgewater Advisors Inc.
|
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Integral Health Asset Management, LLC
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
|
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|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
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|
Horan Securities, Inc.
|
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
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Prudential Plc
|
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Stock Yards Bank & Trust Co
|
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First Trust Advisors Lp
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
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First Merchants Corp
|
|
|
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
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|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
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|
Jane Street Group, Llc
|
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|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Private Trust Co Na
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
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|
State of New Jersey Common Pension Fund D
|
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|
Strs Ohio
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
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|
Td Private Client Wealth Llc
|
|
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|
Kentucky Trust Co
|
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|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
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|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
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|
Delta Asset Management Llc/tn
|
|
|
|
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|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
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|
|
|
|
New York State Common Retirement Fund
|
|
|
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Barden Capital Management, Inc.
|
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|
Simon Quick Advisors, Llc
|
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Newport Trust Co
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
Tiaa Trust, National Association
|
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|
HighPoint Advisor Group LLC
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Pacer Advisors, Inc.
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|
Transamerica Financial Advisors, Inc.
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|
State Street Corp
|
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|
CSM Advisors, LLC
|
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Catalytic Wealth RIA, LLC
|
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|
Wealthspire Advisors, LLC
|
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|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
Evolution Wealth Management Inc.
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Jones Financial Companies Lllp
|
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Crux Wealth Advisors
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
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|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
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|
Pinnacle Associates Ltd
|
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|
Linden Thomas Advisory Services, LLC
|
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Formidable Asset Management, LLC
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Kcm Investment Advisors Llc
|
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First Manhattan Co
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
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|
Solidarilty Wealth, LLC
|
|
|
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Credit Agricole S A
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
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|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
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Vestmark Advisory Solutions, Inc.
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
WealthCollab, LLC
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EverSource Wealth Advisors, LLC
|
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Core Alternative Capital
|
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Mascoma Wealth Management LLC
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Jefferies Financial Group Inc.
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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Investment Management Corp /va/ /adv
|
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Willner & Heller, Llc
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
|
Investors Research Corp
|
|
|
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|
Institute for Wealth Management, LLC.
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
D1 Capital Partners L.P.
|
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Freestone Capital Holdings, LLC
|
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|
Legacy Investment Solutions, LLC
|
|
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|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
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|
Gateway Investment Advisers Llc
|
|
|
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|
Capital Advisors, Ltd. LLC
|
|
|
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MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
683 Capital Management, LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Canada Post Corp Registered Pension Plan
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
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Avalon Trust Co
|
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Proficio Capital Partners LLC
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North Growth Management Ltd.
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Td Asset Management Inc
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Tandem Capital Management Corp /adv
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Liontrust Investment Partners LLP
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Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
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|
Jacobi Capital Management LLC
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Boston Partners
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LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
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|
Hopwood Financial Services, Inc.
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Morgan Stanley
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Northwest & Ethical Investments L.P.
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Sava Infond d.o.o.
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Resona Asset Management Co.,Ltd.
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Empire Life Investments Inc.
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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Zwj Investment Counsel Inc
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Community Bank, N.A.
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Bull Street Advisors, LLC
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Austin Private Wealth, LLC
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Texas Permanent School Fund
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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Benedict Financial Advisors Inc
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Quest 10 Wealth Builders, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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|
SOUTH STATE Corp
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SevenBridge Financial Group, LLC
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Eagle Rock Investment Company, Llc
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Hilltop Partners LLC
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Retirement Systems of Alabama
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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Valeo Financial Advisors, LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Benchmark Investment Advisors LLC
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Ameritas Investment Partners, Inc.
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Campion Asset Management LLC
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MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
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HHM Wealth Advisors, LLC
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True Wealth Design, LLC
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
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|
Forsta Ap-fonden
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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CBIZ Investment Advisory Services, LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Signal Advisors Wealth, LLC
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Gerber Kawasaki Wealth & Investment Management
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Hartford Financial Management Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Elyxium Wealth, LLC
|
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Arnhold LLC
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Hengehold Capital Management Llc
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Adage Capital Partners Gp, L.l.c.
|
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Private Wealth Management Group, LLC
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Scarborough Advisors, LLC
|
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BEEX - Tidal Trust III - The BeeHive ETF
|
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|
Stratos Wealth Partners, LTD.
|
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West Oak Capital, LLC
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|
Clear Creek Financial Management, LLC
|
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USS Investment Management Ltd
|
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Capstone Investment Advisors, Llc
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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|
|
|
Parallax Volatility Advisers, L.P.
|
|
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|
|
Graypoint LLC
|
|
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|
|
Marathon Asset Mgmt Ltd
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
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|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
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|
Callodine Capital Management, LP
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Eversept Partners, LP
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Cna Financial Corp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Foxby Corp.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
Hofer & Associates. Inc
|
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|
Public Sector Pension Investment Board
|
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|
Ramirez Asset Management, Inc.
|
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|
J. Safra Sarasin Holding AG
|
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|
Mission Wealth Management, Lp
|
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|
|
|
Parallel Advisors, LLC
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
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|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
|
|
Eagle Global Advisors Llc
|
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|
Gryphon Financial Partners LLC
|
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|
Martingale Asset Management L P
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
PFS Partners, LLC
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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|
ICW Investment Advisors LLC
|
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|
Allstate Corp
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Demars Financial Group, LLC
|
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North Peak Capital Management, LLC
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Manning & Napier Advisors Llc
|
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JustInvest LLC
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
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|
Bank of Jackson Hole Trust
|
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THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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FineMark National Bank & Trust
|
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CNB Bank
|
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Arizona State Retirement System
|
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Signaturefd, Llc
|
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Spdr S&p 500 Etf Trust
|
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|
Cvfg Llc
|
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TD Capital Management LLC
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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Ostrum Asset Management
|
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|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
Townsquare Capital Llc
|
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|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
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|
Scotia Capital Inc.
|
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|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
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|
Hunter Perkins Capital Management, LLC
|
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|
Duncker Streett & Co Inc
|
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|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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|
Sendero Wealth Management, LLC
|
|
|
|
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|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
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|
Shoker Investment Counsel, Inc.
|
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Dover Advisors, Llc
|
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|
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|
|
Impax Asset Management Group plc
|
|
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|
|
Hartford Investment Management Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
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Western Wealth Management, LLC
|
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|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
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|
|
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
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|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
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|
Gladstone Institutional Advisory LLC
|
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|
Royal Bank Of Canada
|
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Resonant Capital Advisors, LLC
|
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Pzena Investment Management Llc
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
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|
LOM Asset Management Ltd
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
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|
Kuhn & Co Investment Counsel
|
|
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Profunds - Profund Vp Bull
|
|
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|
Integrated Investment Consultants, LLC
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
Asahi Life Asset Management Co., Ltd.
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
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|
Inkwell Capital Llc
|
|
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
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|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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|
|
|
Curat Global, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Warren Averett Asset Management, LLC
|
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M&t Bank Corp
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
Garde Capital, Inc.
|
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|
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|
Atlas Wealth LLC
|
|
|
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
Ieq Capital, Llc
|
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|
Assetmark, Inc
|
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|
Norges Bank
|
|
|
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|
Premier Path Wealth Partners, LLC
|
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
Ing Groep Nv
|
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Catalyst Funds Management Pty Ltd
|
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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D.a. Davidson & Co.
|
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|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
Platform Technology Partners
|
|
|
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|
Prosperity Consulting Group, LLC
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Cim Investment Mangement Inc
|
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|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
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|
O'shaughnessy Asset Management, Llc
|
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|
High Ground Investment Management LLP
|
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|
Financial Advisors Network, Inc.
|
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|
Archford Capital Strategies, LLC
|
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|
InvesTrust
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
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|
|
|
Concord Asset Management, LLC/VA
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
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United Community Bank
|
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|
Kilter Group LLC
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
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|
|
AllSquare Wealth Management LLC
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Disciplined Investors, L.L.C.
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Raymond James Financial Inc
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Meritage Portfolio Management
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Nemes Rush Group LLC
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Capital International Sarl
|
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State Of Michigan Retirement System
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
SILVER OAK SECURITIES, Inc
|
|
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
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|
SJS Investment Consulting Inc.
|
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
Capital Analysts, Inc.
|
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BKD Wealth Advisors, LLC
|
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Belpointe Asset Management LLC
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Caisse De Depot Et Placement Du Quebec
|
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|
Keybank National Association/oh
|
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Maseco Llp
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Oppenheimer Asset Management Inc.
|
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Teacher Retirement System Of Texas
|
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Polaris Capital Management, LLC
|
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Systematic Financial Management Lp
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Naples Global Advisors, Llc
|
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Soleus Capital Management, L.P.
|
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Johnson Investment Counsel Inc
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
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|
Main Street Group, LTD
|
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Umb Bank N A/mo
|
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Rik Saylor Financial, Inc.
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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California Public Employees Retirement System
|
|
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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Gsa Capital Partners Llp
|
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Stonegate Investment Group, LLC
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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Comerica Bank
|
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Mn Services Vermogensbeheer B.V.
|
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Country Trust Bank
|
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Canada Pension Plan Investment Board
|
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Eads & Heald Wealth Management
|
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HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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|
|
Hm Payson & Co
|
|
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44 Wealth Management Llc
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
LMR Partners LLP
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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|
Daiwa Securities Group Inc.
|
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|
Transform Wealth, LLC
|
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|
Two Sigma Investments, Lp
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Bank of New Hampshire
|
|
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|
Advisor OS, LLC
|
|
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|
|
|
Fulcrum Asset Management LLP
|
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|
Oxbow Advisors, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Baupost Group Llc/ma
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Iridian Asset Management Llc/ct
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
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|
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|
|
Icon Advisers Inc/co
|
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|
|
LongView Wealth Management
|
|
|
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|
Symphony Financial, Ltd. Co.
|
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|
Intact Investment Management Inc.
|
|
|
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
|
Money Concepts Capital Corp
|
|
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|
|
Peak6 Llc
|
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|
First Foundation Advisors
|
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|
D. E. Shaw & Co., Inc.
|
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|
GQG Partners LLC
|
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|
Nova Wealth Management, Inc.
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
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|
Intellectus Partners, LLC
|
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|
UniSuper Management Pty Ltd
|
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|
Glenview Trust Co
|
|
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|
Qtron Investments LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Pecaut & Co.
|
|
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|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Pettyjohn, Wood & White, Inc
|
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Intrust Bank Na
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Dimensional Fund Advisors Lp
|
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Leavell Investment Management, Inc.
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Prospera Financial Services Inc
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
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|
First National Trust Co
|
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Capital International Inc /ca/
|
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Trifecta Capital Advisors, LLC
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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|
First County Bank /CT/
|
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Fortitude Family Office, LLC
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Regions Financial Corp
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Penserra Capital Management LLC
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Addison Advisors LLC
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Brookstone Capital Management
|
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Harbor Asset Planning, Inc.
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Miracle Mile Advisors, LLC
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Twin Capital Management Inc
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Erste Asset Management GmbH
|
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Barclays Plc
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MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
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|
RMB Capital Management, LLC
|
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|
Mv Capital Management, Inc.
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Global Retirement Partners, LLC
|
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|
Revisor Wealth Management LLC
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
St Germain D J Co Inc
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|
Dean Investment Associates, Llc
|
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Smithfield Trust Co
|
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Ami Investment Management Inc
|
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|
Riverbend Wealth Management, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
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|
|
Summit Trail Advisors, Llc
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
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|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
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|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
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|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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|
Bank Of America Corp /de/
|
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|
|
Tufton Capital Management
|
|
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|
Advisors Capital Management, LLC
|
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|
Insigneo Advisory Services, Llc
|
|
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|
|
Hutchinson Financial Advisors, INC
|
|
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|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
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Palisades Hudson Asset Management, L.P.
|
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Ascent Wealth Partners, LLC
|
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|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
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|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
Apollon Wealth Management, LLC
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
1st Source Bank
|
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|
Grafton Street Partners Fund, LP
|
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FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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|
Everence Capital Management Inc
|
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|
Hotchkis & Wiley Capital Management Llc
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OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
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American National Bank
|
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|
Harris Associates L P
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Horizon Bancorp Inc /in/
|
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Moore Capital Management, Lp
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
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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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|
Lowe Brockenbrough & Co Inc
|
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Stonebridge Capital Advisors LLC
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Advyzon Investment Management, LLC
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Sentinus, LLC
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BBR ALO Fund, LLC
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Pictet Asset Management Holding SA
|
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Ranmore Fund Management Ltd
|
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Burke & Herbert Bank & Trust Co
|
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Mitchell Mcleod Pugh & Williams Inc
|
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|
FSA Wealth Management LLC
|
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Ashton Thomas Private Wealth, LLC
|
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|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
|
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|
Naviter Wealth, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
Atlantic Trust, LLC
|
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|
Caldwell Securities, Inc
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Nordea Investment Management Ab
|
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Sigma Planning Corp
|
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Equitable Holdings, Inc.
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
Perbak Capital Partners LLP
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Cornerstone Planning Group LLC
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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Engineers Gate Manager LP
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
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|
Fifth Third Wealth Advisors LLC
|
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|
Strategy Asset Managers Llc
|
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|
Peterson Wealth Services
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Verdence Capital Advisors LLC
|
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|
Heritage Wealth Management, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
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|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
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|
Jackson Hole Capital Partners, LLC
|
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|
Longfellow Investment Management Co Llc
|
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Evoke Wealth, Llc
|
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Allen Capital Group, LLC
|
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|
Deutsche Bank Ag\
|
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Taylor Hoffman Capital Management LLC
|
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
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|
Handelsbanken Fonder AB
|
|
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|
Sara-Bay Financial
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
Bank of Marin
|
|
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|
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|
Lountzis Asset Management, Llc
|
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|
Chemistry Wealth Management LLC
|
|
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|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
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|
|
NEOS Investment Management LLC
|
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|
Childress Capital Advisors, Llc
|
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|
Virginia Retirement Systems Et Al
|
|
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|
|
|
Bedel Financial Consulting, Inc.
|
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|
Ocean Capital Management, LLC
|
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|
Analyst IMS Investment Management Services Ltd.
|
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|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Dividend & Income Fund
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
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|
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|
Brave Warrior Advisors, LLC
|
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|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
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|
|
Shell Asset Management Co
|
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
J Hagan Capital, Inc.
|
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Geneos Wealth Management Inc.
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
Kelly Financial Services LLC
|
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|
Dakota Wealth Management
|
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Legacy Financial Advisors, Inc.
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Millennium Management Llc
|
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Oregon Public Employees Retirement Fund
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Baird Financial Group, Inc.
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Peoples Bank/KS
|
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South Dakota Investment Council
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Cidel Asset Management Inc
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Boston Private Wealth Llc
|
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WPG Advisers, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Swedbank AB
|
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|
Stone House Investment Management, LLC
|
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Rehmann Capital Advisory Group
|
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Beacon Pointe Advisors, LLC
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
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|
|
Convergence Investment Partners, LLC
|
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Frazier Financial Advisors, LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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Generali Asset Management SPA SGR
|
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|
MCF Advisors LLC
|
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GCM Grosvenor Holdings, LLC
|
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Trust Co Of Toledo Na /oh/
|
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Archon Partners LLC
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Pacific Global Investment Management Co
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
Court Place Advisors, LLC
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
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|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Edmond De Rothschild Holding S.a.
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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North Star Investment Management Corp.
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IMA Wealth, Inc.
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
James Investment Research Inc
|
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|
Evermay Wealth Management Llc
|
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Apella Capital, LLC
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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|
Copperleaf Capital, LLC
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Royal London Asset Management Ltd
|
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Alliance Wealth Advisors, LLC
|
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|
Glenmede Trust Co Na
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
Strategic Wealth Partners, Ltd.
|
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Atlas Capital Advisors Llc
|
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
|
Capital Fund Management S.a.
|
|
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|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
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|
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|
Proffitt & Goodson Inc
|
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|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Institutional Investment Strategy Fund
|
|
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|
DecisionPoint Financial, LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Northwest Capital Management Inc
|
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Canoe Financial LP
|
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Lawson Kroeker Investment Management Inc/ne
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Peapack Gladstone Financial Corp
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Harbour Capital Advisors, LLC
|
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Bailard, Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Maj Invest Holding A/S
|
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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Trajan Wealth LLC
|
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Captrust Financial Advisors
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Quantinno Capital Management LP
|
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Aegon Asset Management Uk Plc
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Snowden Capital Advisors LLC
|
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PayPay Securities Corp
|
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Vestcor Inc
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
Crews Bank & Trust
|
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Private Wealth Asset Management, LLC
|
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Cardiff Park Advisors, Llc
|
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|
GeoWealth Management, LLC
|
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Meeder Asset Management Inc
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
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Wealth Preservation Advisors, LLC
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
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|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Beacon Capital Management, LLC
|
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Locust Wood Capital Advisers, Llc
|
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APG Asset Management US Inc.
|
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Pathway Financial Advisers, LLC
|
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|
Evercore Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
Perennial Investment Advisors, LLC
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
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Fmr Llc
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Novem Group
|
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|
Stony Point Wealth Management Inc.
|
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Beutel, Goodman & Co Ltd.
|
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Groupama Asset Managment
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
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PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
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|
Simplex Trading, Llc
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
Round Rock Advisors, LLC
|
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Providence First Trust Co
|
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JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
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|
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|
Sanibel Captiva Trust Company, Inc.
|
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Atom Investors LP
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Hosking Partners LLP
|
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Highland Capital Management, Llc
|
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|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
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|
Grove Bank & Trust
|
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Client 1st Advisory Group, Llc
|
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Roberts Glore & Co Inc /il/
|
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|
Clark Capital Management Group, Inc.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
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|
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|
Avanza Fonder AB
|
|
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|
NorthCrest Asset Manangement, LLC
|
|
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|
|
Twin Tree Management, LP
|
|
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|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SRS Investment Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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Brogan Financial, Inc.
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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Cary Street Partner Investment Advisory Llc
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Advisory Alpha, LLC
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STXV - EA Series Trust - Strive 1000 Value ETF
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JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
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Squarepoint Ops LLC
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Northern Trust Corp
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FSM Wealth Advisors, LLC
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Ccm Investment Group, Llc
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Coastline Trust Co
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Eminence Capital, Lp
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Mubadala Investment Co PJSC
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TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Sit Investment Associates Inc
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Ruane, Cunniff & Goldfarb L.P.
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
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Aldebaran Financial Inc.
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Triodos Investment Management BV
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
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CoreCap Advisors, LLC
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PENN SERIES FUNDS INC - Large Cap Value Fund
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Professional Advisory Services Inc
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Arcadia Investment Management Corp/mi
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Johnson Financial Group, Inc.
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SummitTX Capital, L.P.
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
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Sunbelt Securities, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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DIVL - Madison ETFs Trust - Madison Dividend Value ETF
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RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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Vancity Investment Management Ltd
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VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
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Prime Capital Investment Advisors, LLC
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Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Coronation Fund Managers Ltd.
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Monetary Management Group Inc
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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VCULX - VALIC Co I - Growth Fund
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Moran Wealth Management, LLC
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
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Varma Mutual Pension Insurance Co
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Onefund, Llc
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Trexquant Investment LP
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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Kirtland Hills Capital Management, Llc
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Orion Capital Management LLC
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True North Advisors, LLC
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Barlow Wealth Partners, Inc.
|
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Sector Gamma As
|
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Bragg Financial Advisors, Inc
|
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Hanson & Doremus Investment Management
|
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Financial Management Professionals, Inc.
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Blackrock Enhanced Equity Dividend Trust
|
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FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Ransom Advisory, Ltd
|
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|
Standard Life Aberdeen plc
|
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CX Institutional
|
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
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|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
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|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
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|
Mbb Public Markets I Llc
|
|
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|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
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|
|
Torno Capital, Llc
|
|
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|
Shufro Rose & Co Llc
|
|
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|
SG Americas Securities, LLC
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Principal Securities, Inc.
|
|
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|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
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|
|
King Wealth
|
|
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
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|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Lakewood Capital Management, Lp
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
