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Farther Finance Advisors, LLC
|
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Connable Office Inc
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Breakwater Investment Management
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|
TD Waterhouse Canada Inc.
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Ameriprise Financial Inc
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Ipswich Investment Management Co., Inc.
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Optas, LLC
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Symmetry Investments LP
|
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Checchi Capital Advisers, LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Investment Research & Advisory Group, Inc.
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Baldwin Brothers Inc/ma
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Hudson Bay Capital Management LP
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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S.A. Mason LLC
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Bellevue Asset Management, Llc
|
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Old National Bancorp /in/
|
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Evelyn Partners Asset Management Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
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|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
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|
United Advisor Group, LLC
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
UMA Financial Services, Inc.
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Putnam Fl Investment Management Co
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Headlands Technologies LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Amica Mutual Insurance Co
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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|
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|
Nvwm, Llc
|
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|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
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|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
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|
Fiduciary Group LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Mjp Associates Inc /adv
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Valeo Financial Advisors, LLC
|
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|
CAPROCK Group, Inc.
|
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Brighton Jones Llc
|
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Creative Financial Designs Inc /adv
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Westside Investment Management, Inc.
|
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Anchor Capital Advisors Llc
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Evelyn Partners Investment Management LLP
|
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Bailard, Inc.
|
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Daiwa Securities Group Inc.
|
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Chicago Capital, LLC
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Lavaca Capital Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Arkadios Wealth Advisors
|
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|
Rakuten Investment Management, Inc.
|
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|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
SBI Securities Co., Ltd.
|
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Freestone Capital Holdings, LLC
|
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Peak6 Llc
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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Pictet Asset Management Holding SA
|
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|
State Of Michigan Retirement System
|
|
|
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|
|
Vise Technologies, Inc.
|
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Tyche Wealth Partners LLC
|
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CENTRAL TRUST Co
|
|
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|
Kempen Capital Management N.v.
|
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|
Blackrock Enhanced International Dividend Trust
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
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|
|
Golden State Wealth Management, LLC
|
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|
Cubist Systematic Strategies, LLC
|
|
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|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
Pure Financial Advisors, Inc.
|
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|
Aigen Investment Management, Lp
|
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|
Harbor Investment Advisory, Llc
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
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|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
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|
|
|
Lombard Odier Asset Management (USA) Corp
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
|
|
Atticus Wealth Management, Llc
|
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|
Parvin Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Gates Capital Management, Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
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|
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
|
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|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
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|
|
Evelyn Partners Investment Management Services Ltd
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
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|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
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|
|
Exencial Wealth Advisors, Llc
|
|
|
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|
Nebula Research & Development LLC
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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|
Sky Investment Group LLC
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
American Capital Advisory, LLC
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EP Wealth Advisors, Inc.
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Citizens Financial Group Inc/ri
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Advisory Services Network, LLC
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Intelligent Financial Strategies
|
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Ausdal Financial Partners, Inc.
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DecisionPoint Financial, LLC
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
DHJJ Financial Advisors, Ltd.
|
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PrairieView Partners, LLC
|
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SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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|
Tokio Marine Asset Management Co Ltd
|
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Ahl Investment Management, Inc.
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Riverwater Partners LLC
|
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|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
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|
BOK Financial Private Wealth, Inc.
|
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Sheets Smith Wealth Management
|
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FineMark National Bank & Trust
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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EFG Asset Management (Americas) Corp.
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
EverSource Wealth Advisors, LLC
|
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Gateway Wealth Partners, LLC
|
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Crossmark Global Holdings, Inc.
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AustralianSuper Pty Ltd
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Kovitz Investment Group Partners, LLC
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Shelter Mutual Insurance Co
|
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Capital Fund Management S.a.
|
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Cresset Asset Management, LLC
|
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Modera Wealth Management, LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
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|
Indiana Trust & Investment Management CO
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Bull Street Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Greenleaf Trust
|
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|
Bdf-gestion
|
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Varma Mutual Pension Insurance Co
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Kanawha Capital Management Llc
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
Burling Wealth Partners, Llc
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Abn Amro Investment Solutions
|
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|
ASR Vermogensbeheer N.V.
|
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|
Tiemann Investment Advisors, Llc
|
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|
CoreCap Advisors, LLC
|
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|
Voya Infrastructure, Industrials & Materials Fund
|
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|
Hartland & Co., LLC
|
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|
Swedbank AB
|
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|
Lazard Asset Management Llc
|
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|
Allred Capital Management, LLC
|
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|
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|
Aull & Monroe Investment Management Corp
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Holocene Advisors, LP
|
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|
Charter Trust Co
|
|
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|
Sage Mountain Advisors LLC
|
|
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|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Groupe la Francaise
|
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Atria Investments Llc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Chicago Partners Investment Group LLC
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|
Lincoln Capital LLC
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Neuberger Berman Group LLC
|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Dodge & Cox
|
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St. Louis Trust Co
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Burney Co/
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Hsbc Holdings Plc
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Tower View Investment Management & Research LLC
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Boston Trust Walden Corp
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
Callan Family Office, LLC
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Aaron Wealth Advisors LLC
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Nbc Securities, Inc.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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First Horizon Advisors, Inc.
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Railway Pension Investments Ltd
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Pavion Blue Capital, LLC
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Nisa Investment Advisors, Llc
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Brevan Howard Capital Management LP
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Quadrant Capital Group Llc
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Defined Wealth Management, Llc
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Toth Financial Advisory Corp
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Gsa Capital Partners Llp
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Resources Management Corp /ct/ /adv
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Ieq Capital, Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Tritonpoint Wealth, Llc
|
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Signature Resources Capital Management, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
Kilter Group LLC
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Essex Financial Services, Inc.
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
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Sterling Capital Management LLC
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Mufg Securities Americas Inc.
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Horizon Investments, LLC
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Prudential Plc
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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Simon Quick Advisors, Llc
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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Essex Savings Bank
|
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Manufacturers Life Insurance Company, The
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Commerce Bank
|
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Two Sigma Investments, Lp
|
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Valley Brook Capital Group, Inc.
|
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Ulland Investment Advisors, LLC
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Private Wealth Asset Management, LLC
|
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State of Tennessee, Treasury Department
|
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Royal Bank Of Canada
|
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|
HBK Sorce Advisory LLC
|
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WealthTrak Capital Management LLC
|
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|
E. Ohman J:or Asset Management AB
|
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|
Mystic Asset Management, Inc.
|
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Barrett & Company, Inc.
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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|
UBS Group AG
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
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|
Huntington National Bank
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Tufton Capital Management
|
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|
Panagora Asset Management Inc
|
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|
Massmutual Trust Co Fsb/adv
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
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|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
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|
|
Atomi Financial Group, Inc.
|
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|
CX Institutional
|
|
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|
Financial Gravity Companies, Inc.
|
|
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|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
Mizuho Securities Usa Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Spire Wealth Management
|
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Ethic Inc.
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National Bank Of Canada /fi/
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Voleon Capital Management Lp
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Scotia Capital Inc.
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Signaturefd, Llc
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LCM Capital Management Inc
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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D. E. Shaw & Co., Inc.
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Bank Of Nova Scotia
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Employees Retirement System of Texas
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Wesbanco Bank Inc
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Quantbot Technologies LP
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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Coldstream Capital Management Inc
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Pictet North America Advisors SA
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Founders Financial Securities Llc
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Family CFO Inc
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Ameritas Investment Partners, Inc.
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Bradley & Co. Private Wealth Management, LLC
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
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First Financial Corp /in/
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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Toronto Dominion Bank
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Beacon Pointe Advisors, LLC
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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Oxbow Advisors, LLC
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Pacific Center for Financial Services
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Dover Advisors, Llc
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Credit Agricole S A
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Private Trust Co Na
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MEMBERS Trust Co
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Nbt Bank N A /ny
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Fifth Third Wealth Advisors LLC
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Rosenberg Matthew Hamilton
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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CGC Financial Services, LLC
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BlackRock, Inc.
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Trust Co Of Virginia /va
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Citigroup Inc
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Carnegie Capital Asset Management, LLC
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Principal Street Partners, LLC
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Forum Financial Management, LP
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Community Bank, N.A.
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Versor Investments LP
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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|
Meridian Wealth Management, LLC
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
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|
Baader Bank INC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Jfs Wealth Advisors, Llc
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SILVER OAK SECURITIES, Inc
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
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Eastern Bank
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Moisand Fitzgerald Tamayo, LLC
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
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Natixis
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Triangle Securities Wealth Management
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Cypress Capital Management LLC (WY)
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Howland Capital Management Llc
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Arizona State Retirement System
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Welch & Forbes Llc
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Pinnacle Associates Ltd
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Central Pacific Bank - Trust Division
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Birchbrook, Inc.
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Elo Mutual Pension Insurance Co
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Coastline Trust Co
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Louisbourg Investments Inc.
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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U.S. Capital Wealth Advisors, LLC
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Pictet & Cie (Europe) SA
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IMA Wealth, Inc.
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SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Geneos Wealth Management Inc.
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Pinnacle Financial Partners Inc
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
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Guinness Asset Management LTD
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Great Diamond Partners, LLC
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AlphaCore Capital LLC
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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Hancock Whitney Corp
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Advisor OS, LLC
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Profunds - Profund Vp Industrials
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Loomis Sayles & Co L P
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
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Montag A & Associates Inc
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State Street Corp
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BTC Capital Management, Inc.
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Mill Capital Management, LLC
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New York State Common Retirement Fund
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Nomura Holdings Inc
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Parkworth Wealth Management, Inc.
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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J.w. Cole Advisors, Inc.
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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Donaldson Capital Management, Llc
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Sawyer & Company, Inc
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Ensign Peak Advisors, Inc
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
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Citizens National Bank Trust Department
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Concord Wealth Partners
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Bls Capital Fondsmaeglerselskab A/s
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Kerntke Otto McGlone Wealth Management Group
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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Schechter Investment Advisors, LLC
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Heritage Investors Management Corp
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Aberdeen Wealth Management LLC
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Walleye Capital LLC
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LGT Group Foundation
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SG Americas Securities, LLC
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Mairs & Power Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Kestra Advisory Services, LLC
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Gotham Asset Management, LLC
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IHT Wealth Management, LLC
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ICW Investment Advisors LLC
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Fisher Asset Management, LLC
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Diversify Wealth Management, Llc
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Coerente Capital Management
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IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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PFS Partners, LLC
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High Note Wealth, LLC
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Laurel Wealth Advisors LLC
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Assenagon Asset Management S.A.
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Systematic Financial Management Lp
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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|
Vontobel Holding Ltd.
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
AE Wealth Management LLC
|
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|
Blueshift Asset Management, LLC
|
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|
Hantz Financial Services, Inc.
|
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Hartford Investment Management Co
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Alps Advisors Inc
|
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Addison Advisors LLC
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Founders Capital Management, Llc
|
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|
Banque Pictet & Cie Sa
|
|
|
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|
Azzad Asset Management Inc /adv
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
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|
Meeder Asset Management Inc
|
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|
Sound Income Strategies, LLC
|
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|
|
Boreal Capital Management LLC
|
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|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
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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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|
Cibc World Markets Corp
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
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|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Sittner & Nelson, Llc
|
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|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
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|
|
Fortress Private Ledger, Llc
|
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|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
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|
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|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
QSV Equity Investors LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
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CWA Asset Management Group, LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Global Retirement Partners, LLC
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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Oakmont Corp
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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Principle Wealth Partners Llc
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Leavell Investment Management, Inc.
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Romano Brothers And Company
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Bessemer Group Inc
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Transce3nd, LLC
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Pring Turner Capital Group Inc
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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Shakespeare Wealth Management, Inc.
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Marble Harbor Investment Counsel, LLC
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Cranbrook Wealth Management, LLC
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
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Syntax Research, Inc.
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Change Path, LLC
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Hrt Financial Lp
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California State Teachers Retirement System
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Clarendon Private LLC
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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|
State of Alaska, Department of Revenue
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Estabrook Capital Management
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Baird 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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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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Fortitude Family Office, LLC
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Simplex Trading, Llc
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Integrated Wealth Concepts LLC
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Transcend Wealth Collective, Llc
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Raiffeisen Bank International AG
|
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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PFG Investments, LLC
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Prestige Wealth Management Group LLC
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Piscataqua Savings Bank
|
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Avantax Advisory Services, Inc.
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Mitsubishi UFJ Trust & Banking Corp
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Ingalls & Snyder Llc
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J. L. Bainbridge & Co., Inc.
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Miracle Mile Advisors, LLC
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Pinnacle Bancorp, Inc.
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Lafayette Investments, Inc.
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Mackenzie Financial Corp
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Liberty Capital Management, Inc.
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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Ferguson Wellman Capital Management, Inc
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Assetmark, Inc
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Union Savings Bank
|
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Patton Fund Management, Inc.
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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Syon Capital Llc
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Profunds - Profund Vp Bull
|
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M. Kraus & Co
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Amundi
|
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Agf Management Ltd
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Jpmorgan Chase & Co
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Massachusetts Financial Services Co /ma/
|
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Nuveen S&p 500 Buywrite Income Fund
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Navigoe, LLC
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Sierra Ocean, Llc
|
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Rossmore Private Capital
|
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Soltis Investment Advisors LLC
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Worldquant Millennium Advisors Llc
|
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Archer Investment Corp
|
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Binnacle Investments Inc
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Mather Group, Llc.
|
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Full Sail Capital, LLC
|
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|
Texas Bank & Trust Co
|
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|
Sei Investments Co
|
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Wellington Shields & Co., LLC
|
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|
MTM Investment Management, LLC
|
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|
Resources Investment Advisors, LLC.
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
Occudo Quantitative Strategies Lp
|
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|
ExodusPoint Capital Management, LP
|
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|
Arete Wealth Advisors, LLC
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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|
R Squared Ltd
|
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|
Van Eck Associates Corp
|
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|
Colonial Trust Co / SC
|
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|
Nomura Asset Management Co Ltd
|
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|
Millstone Evans Group, LLC
|
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|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
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|
|
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|
Jane Street Group, Llc
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Barclays Plc
|
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|
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|
WASHINGTON TRUST Co
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Shelter Ins Retirement Plan
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
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StoneX Group Inc.
|
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Peapack Gladstone Financial Corp
|
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VSM Wealth Advisory, LLC
|
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|
Atlantic Union Bankshares Corp
|
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|
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|
RMB Capital Management, LLC
|
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|
|
|
|
Richard Bernstein Advisors LLC
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
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|
Graybill Bartz & Assoc Ltd
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
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|
Machina Capital S.a.s.
|
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|
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|
Monetary Management Group Inc
|
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|
Monterey Private Wealth, Inc.
|
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|
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|
Fire Capital Management LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Lmp Capital & Income Fund Inc.
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Letson Investment Management, Inc.
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
American National Bank
|
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|
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|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
Avanza Fonder AB
|
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Ar Asset Management Inc
|
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Wesleyan Assurance Society
|
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Stonebridge Capital Advisors LLC
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
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|
Sapient Capital Llc
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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|
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|
Berkshire Money Management, Inc.
|
|
|
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Clean Energy Transition LLP
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
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|
Asset Planning,Inc
|
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CHICAGO TRUST Co NA
|
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Hartford Funds Management Co LLC
|
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Trust Co Of Vermont
|
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Boothbay Fund Management, Llc
|
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Axa S.a.
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
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|
Retirement Systems of Alabama
|
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|
|
Nuveen, LLC
|
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|
Wedbush Securities Inc
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
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|
Manning & Napier Advisors Llc
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Spdr S&p 500 Etf Trust
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
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|
Proficio Capital Partners LLC
|
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Caption Management, LLC
|
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Frazier Financial Advisors, LLC
|
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|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
North Capital, Inc.
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
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|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
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|
Edmond De Rothschild Holding S.a.
|
|
|
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
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|
Cetera Trust Company, N.A
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
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|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Dunhill Financial, LLC
|
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
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|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
Triasima Portfolio Management inc.
|
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|
Bridges Investment Management Inc
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Quotient Wealth Partners, LLC
|
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|
Comerica Bank
|
|
|
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|
Bank of New Hampshire
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
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|
|
Equitable Trust Co
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
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|
Parsons Capital Management Inc/ri
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ISAM Funds (UK) Ltd
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Shelton Capital Management
|
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Daymark Wealth Partners, Llc
|
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Mascoma Wealth Management LLC
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Creative Capital Management Investments LLC
|
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|
Chilton Capital Management Llc
|
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CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
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|
Standard Life Aberdeen plc
|
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|
Sarasin & Partners LLP
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Adviser Investments LLC
|
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|
Wedmont Private Capital
|
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|
Rise Advisors, LLC
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Circle Wealth Management, LLC
|
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|
FSA Wealth Management LLC
|
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|
Algert Global Llc
|
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|
M&t Bank Corp
|
|
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|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
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|
Montis Financial, LLC
|
|
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|
Quest 10 Wealth Builders, Inc.
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
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|
Aquatic Capital Management LLC
|
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First Trust Advisors Lp
|
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Deutsche Bank Ag\
|
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NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
Institute for Wealth Management, LLC.
|
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|
Merit Financial Group, LLC
|
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|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
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|
Mountain Pacific Investment Advisers Inc/id
|
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
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|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
O'shaughnessy Asset Management, Llc
|
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MAI Capital Management
|
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|
J. Stern & Co. LLP
|
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|
Citadel Advisors Llc
|
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|
Callan Capital, LLC
|
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|
BSW Wealth Partners
|
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Close Asset Management Ltd
|
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Intech Investment Management Llc
|
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|
Banque Cantonale Vaudoise
|
|
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|
Olistico Wealth, LLC
|
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|
Orion Capital Management LLC
|
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|
NJ State Employees Deferred Compensation Plan
|
|
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|
Williams Jones Wealth Management, LLC.
|
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|
State Of Wisconsin Investment Board
|
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|
Interval Partners, LP
|
|
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|
Dimensional Fund Advisors Lp
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
Bollard Group LLC
|
|
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|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
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|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
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|
Amica Retiree Medical Trust
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock International Dividend ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
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EntryPoint Capital, LLC
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Beck Mack & Oliver Llc
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Old Point Trust & Financial Services N A
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HFM Investment Advisors, LLC
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
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DMKC Advisory Services, LLC
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HB Wealth Management, LLC
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Stephenson National Bank & Trust
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Livelsberger Financial Advisory
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Caldwell Securities, Inc
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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Connecticut Wealth Management, LLC
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Bank of New York Mellon Corp
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Regions Financial Corp
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Cedar Mountain Advisors, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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New Age Alpha Advisors, LLC
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Credential Qtrade Securities Inc.
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Ellevest, Inc.
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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ProShare Advisors LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Wealth Preservation Advisors, LLC
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Abound Wealth Management
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Country Club Bank /gfn
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State of Wyoming
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Centricity Wealth Management, LLC
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Squarepoint Ops LLC
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Snowden Capital Advisors LLC
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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Freestone Grove Partners LP
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Buckingham Strategic Partners
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Evergreen Capital Management Llc
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Public Employees Retirement Association Of Colorado
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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North Star Investment Management Corp.
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Rsm Us Wealth Management Llc
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StonePine Asset Management Inc.
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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Twin Peaks Wealth Advisors, LLC
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Pointe Capital Management LLC
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CenterBook Partners LP
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
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Systematic Alpha Investments, LLC
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USS Investment Management Ltd
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Glenview Trust Co
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Aprio Wealth Management, LLC
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Cyndeo Wealth Partners, LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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CoreFirst Bank & Trust
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
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Summit Trail Advisors, Llc
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Home Federal Bank Of Tennessee
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