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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Walleye Capital LLC
|
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Orca Wealth Management, LLC
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
William B. Walkup & Associates, Inc.
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
Rakuten Securities, Inc.
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Arkadios Wealth Advisors
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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180 Wealth Advisors, Llc
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Triad Wealth Partners, LLC
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Exchange Traded Concepts, Llc
|
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Sar Wealth Management Group, Llc
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Plato Investment Management Ltd
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Stephen J. Garry & Associates, Llc
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Hollencrest Capital Management
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Legacy Investment Solutions, LLC
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Squarepoint Ops LLC
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Walled Lake Planning & Wealth Management, Llc
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Waypoint Wealth Partners Inc.
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Satovsky Asset Management Llc
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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UniSuper Management Pty Ltd
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Segment Wealth Management, LLC
|
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Prosperity Consulting Group, LLC
|
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Burford Brothers, Inc.
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Golden State Equity Partners
|
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Bare Financial Services, Inc
|
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Sienna Gestion
|
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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Plimoth Trust Co Llc
|
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Allegheny Financial Group LTD
|
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Insight Advisors, LLC/ PA
|
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Stephens Consulting, LLC
|
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Associated Banc-corp
|
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Keynote Financial Services Llc
|
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Aurora Private Wealth, Inc.
|
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Financial Avengers, Inc.
|
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Dumont & Blake Investment Advisors Llc
|
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Front Row Advisors LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
PFS Partners, LLC
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
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Rsm Us Wealth Management Llc
|
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Fsb Premier Wealth Management, Inc.
|
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Brown, Lisle/cummings, Inc.
|
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Institutional Investment Strategy Fund
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
LRI Investments, LLC
|
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Xponance, Inc.
|
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Mn Services Vermogensbeheer B.V.
|
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
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Armstrong Advisory Group, Inc
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
Trust Co
|
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|
Callan Capital, LLC
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
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|
|
BankPlus Trust Department
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
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|
Gabelli Utility Trust
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
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|
|
|
|
PBMares Wealth Management LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
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|
GeoWealth Management, LLC
|
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|
Us Bancorp \de\
|
|
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|
Citizens National Bank Trust Department
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
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|
|
Amplius Wealth Advisors, LLC
|
|
|
|
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|
James J. Burns & Company, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Taurus Asset Management, Llc
|
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Quent Capital, LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
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Prudential Plc
|
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Panagora Asset Management Inc
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Godsey & Gibb Associates
|
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NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
Metis Global Partners, LLC
|
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|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
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Abn Amro Investment Solutions
|
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State of Alaska, Department of Revenue
|
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Brown Advisory Inc
|
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Massmutual Trust Co Fsb/adv
|
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Fulcrum Asset Management LLP
|
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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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|
|
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|
Dimensional Fund Advisors Lp
|
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Revisor Wealth Management LLC
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Diversify Advisory Services, LLC
|
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Arlington Trust Co LLC
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Raleigh Capital Management Inc.
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Neuberger Berman Group LLC
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Atria Investments Llc
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Flagship Harbor Advisors, Llc
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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Manufacturers Life Insurance Company, The
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Armstrong, Fleming & Moore, Inc
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Geode Capital Management, Llc
|
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Susquehanna Portfolio Strategies, LLC
|
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Kilter Group LLC
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Strategic Wealth Partners, Ltd.
|
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Two Sigma Investments, Lp
|
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Bnp Paribas
|
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Police & Firemen's Retirement System of New Jersey
|
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Chemistry Wealth Management LLC
|
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Legal & General Group Plc
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Onyx Bridge Wealth Group LLC
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Perpetual Ltd
|
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|
Integrated Advisors Network LLC
|
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Tsfg, Llc
|
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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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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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Maryland State Retirement & Pension System
|
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|
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|
bLong Financial, LLC
|
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Private Advisor Group, LLC
|
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Capital Analysts, Inc.
|
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Waycross Partners, Llc
|
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Kestra Private Wealth Services, Llc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
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Fmr Llc
|
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Asset Dedication, LLC
|
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Bank of New Hampshire
|
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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Westerkirk Capital Inc.
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Buckingham Strategic Partners
|
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Envestnet Asset Management Inc
|
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COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
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|
Shepherd Financial Partners LLC
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Balboa Wealth Partners
|
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Innova Wealth Partners
|
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Zions Bancorporation, National Association /ut/
|
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|
Johnson Investment Counsel Inc
|
|
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|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
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|
Spinnaker Trust
|
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|
Concurrent Investment Advisors, LLC
|
|
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|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
Asahi Life Asset Management Co., Ltd.
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
HFM Investment Advisors, LLC
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
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|
Harbor Asset Planning, Inc.
|
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|
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|
Centiva Capital, LP
|
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|
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|
Altfest L J & Co Inc
|
|
|
|
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|
Putney Financial Group LLC
|
|
|
|
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|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
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|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Kettle Hill Capital Management, Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
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D.a. Davidson & Co.
|
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|
Glenview Trust Co
|
|
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|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
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|
Affinity Investment Advisors, Llc
|
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Archer Investment Corp
|
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Cary Street Partners Financial Llc
|
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Morgan Stanley
|
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|
Verition Fund Management LLC
|
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Oregon Public Employees Retirement Fund
|
|
|
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|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
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|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
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|
N.E.W. Advisory Services LLC
|
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|
Man Group plc
|
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MCF Advisors LLC
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
Steward Partners Investment Advisory, Llc
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Ci Investments Inc.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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|
Atlantic Union Bankshares Corp
|
|
|
|
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|
Trifecta Capital Advisors, LLC
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Strategic Advisors LLC
|
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Gsa Capital Partners Llp
|
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First Community Trust Na
|
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|
Empirical Finance, LLC
|
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New Millennium Group LLC
|
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Rothschild Investment Llc
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
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|
|
|
Savvy Advisors, Inc.
|
|
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Ameritas Advisory Services, LLC
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Steel Peak Wealth Management LLC
|
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Wealthedge Investment Advisors, Llc
|
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TFC Financial Management
|
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Nbt Bank N A /ny
|
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Wiley Bros.-aintree Capital, Llc
|
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|
Mercer Global Advisors Inc /adv
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
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|
Change Path, LLC
|
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Cibc World Markets Corp
|
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|
Hanson & Doremus Investment Management
|
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
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|
Victrix Investment Advisors
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
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|
Rosenberg Matthew Hamilton
|
|
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|
Harbour Trust & Investment Management Co
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
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|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
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|
Windle Wealth, LLC
|
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|
Fortitude Family Office, LLC
|
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|
South Dakota Investment Council
|
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|
Highline Wealth Partners Llc
|
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|
AlphaStar Capital Management, LLC
|
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|
GHP Investment Advisors, Inc.
|
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|
Caldwell Securities, Inc
|
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|
CIBC Private Wealth Group, LLC
|
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|
Graypoint LLC
|
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|
Horizon Investments, LLC
|
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Sage Capital Management, LLC
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Choate Investment Advisors
|
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|
Freestone Grove Partners LP
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
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|
|
|
Main Street Financial Solutions, LLC
|
|
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|
|
Abc Arbitrage Sa
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
Acadian Asset Management Llc
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
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|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
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|
|
LGT Financial Advisors LLC
|
|
|
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|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
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SWS Partners
|
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|
Invesco Ltd.
|
|
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Creative Planning
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
Aware Super Pty Ltd as trustee of Aware Super
|
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|
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|
Gabelli Funds Llc
|
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|
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|
Tredje AP-fonden
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Hamel Associates, Inc.
|
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|
Tortoise Investment Management, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
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|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
|
|
|
United Bank
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
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|
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|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
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|
Old Point Trust & Financial Services N A
|
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Wedmont Private Capital
|
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|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
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Amundi
|
|
|
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|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
|
|
|
Headlands Technologies LLC
|
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|
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|
Integrated Wealth Concepts LLC
|
|
|
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Quarry LP
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
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|
Larson Financial Group LLC
|
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|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
SBI Securities Co., Ltd.
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
|
Brookstone Capital Management
|
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|
Rise Advisors, LLC
|
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|
Ethos Financial Group, LLC
|
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Wealthspan Partners, Llc
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Vontobel Holding Ltd.
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
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|
Wealthfront Advisers Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
|
|
WealthCollab, LLC
|
|
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|
Charter Trust Co
|
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
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|
Wealth Architects, LLC
|
|
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|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
OxenFree Capital LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
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|
Court Place Advisors, LLC
|
|
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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|
Sei Investments Co
|
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|
Wolff Wiese Magana Llc
|
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|
Investment Management Corp of Ontario
|
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|
Symphony Financial, Ltd. Co.
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Sax Wealth Advisors, Llc
|
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Atomi Financial Group, Inc.
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Bnp Paribas Arbitrage, Sa
|
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|
Arrowstreet Capital, Limited Partnership
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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|
Bank of New York Mellon Corp
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Gateway Investment Advisers Llc
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
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|
Leavell Investment Management, Inc.
|
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|
Jfs Wealth Advisors, Llc
|
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|
Great Valley Advisor Group, Inc.
|
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|
Franklin Universal Trust
|
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|
Journey Strategic Wealth Llc
|
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|
Monetary Management Group Inc
|
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|
Worldquant Millennium Advisors Llc
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Raymond James Financial Inc
|
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|
United Bank
|
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|
Cornerstone Advisors, LLC
|
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American Capital Advisory, LLC
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New York State Common Retirement Fund
|
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Stephenson National Bank & Trust
|
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Sterling Capital Management LLC
|
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Robeco Institutional Asset Management B.V.
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|
Wilkins Investment Counsel Inc
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|
Drake & Associates, LLC
|
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|
Quantinno Capital Management LP
|
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Solstein Capital, LLC
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Thrivent Financial For Lutherans
|
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Brooklands Fund Management Ltd
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
State of New Jersey Common Pension Fund D
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Montag A & Associates Inc
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Miramar Capital, LLC
|
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
Creative Financial Designs Inc /adv
|
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|
Cornerstone Wealth Group, LLC
|
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|
Beacon Capital Management, LLC
|
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|
Blodgett Wealth Advisors, Llc
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
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|
SkyOak Wealth, LLC
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
Strategic Investment Advisors / MI
|
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Hussman Strategic Advisors, Inc.
|
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Cooper Financial Group
|
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Occidental Asset Management, LLC
|
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RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
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Atom Investors LP
|
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SJS Investment Consulting Inc.
|
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Axa S.a.
|
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Mb, Levis & Associates, Llc
|
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|
Klingman & Associates, LLC
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
D'Orazio & Associates, Inc.
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
Westside Investment Management, Inc.
|
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|
Bleakley Financial Group, LLC
|
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|
CoreCap Advisors, LLC
|
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|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
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|
Cwm, Llc
|
|
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|
Signaturefd, Llc
|
|
|
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|
Ingalls & Snyder Llc
|
|
|
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
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|
Simon Quick Advisors, Llc
|
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|
1 North Wealth Services Llc
|
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|
Diamant Asset Management, Inc.
|
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|
Berger Financial Group, Inc
|
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|
Charter Research & Investment Group, Inc.
|
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USS Investment Management Ltd
|
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|
Advisor Group Holdings, Inc.
|
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|
Royal Bank Of Canada
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
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|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
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|
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|
|
Trail Ridge Investment Advisors, LLC
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
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WealthTrak Capital Management LLC
|
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|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
|
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|
Hurley Capital, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
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|
Daiwa Securities Group Inc.
|
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|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
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|
Twin Tree Management, LP
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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|
|
Eastern Bank
|
|
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|
JDM Financial Group LLC
|
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|
Patton Fund Management, Inc.
|
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|
USA Financial Portformulas Corp
|
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|
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|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
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|
|
Kapstone Financial Advisors LLC
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
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|
|
Vident Advisory, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
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|
|
Nvwm, Llc
|
|
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|
|
111 Capital
|
|
|
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|
Brighton Jones Llc
|
|
|
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|
Groupe la Francaise
|
|
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|
Versor Investments LP
|
|
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
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Advisory Services Network, LLC
|
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North Ridge Wealth Advisors, Inc.
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Ancora Advisors, LLC
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International Assets Investment Management, Llc
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Penobscot Investment Management Company, Inc.
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Adage Capital Partners Gp, L.l.c.
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Cornell Pochily Investment Advisors, Inc.
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Harrington Investments, INC
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National Pension Service
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Congress Wealth Management LLC / DE /
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Monte Financial Group, LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Zimmer Partners, LP
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Apriem Advisors
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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BKD Wealth Advisors, LLC
|
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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PFG Investments, LLC
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Putnam Fl Investment Management Co
|
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TriaGen Wealth Management LLC
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Ameritas Investment Partners, Inc.
|
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HighPoint Advisor Group LLC
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Park Square Financial Group, LLC
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Virginia Retirement Systems Et Al
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Wealth Alliance Advisory Group, LLC
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Lion Street Advisors, LLC
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Fiduciary Financial Group, Llc
|
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Park Place Capital Corp
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Family Legacy Financial Solutions, LLC
|
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Tower Research Capital LLC (TRC)
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Clear Point Advisors Inc.
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CHICAGO TRUST Co NA
|
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Jamison Private Wealth Management, Inc.
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Fairscale Capital, LLC
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Rehmann Capital Advisory Group
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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Horizon Bancorp Inc /in/
|
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XTX Topco Ltd
|
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TFG Advisers LLC
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
Guardian Wealth Advisors, LLC
|
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Aqr Capital Management Llc
|
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Omnia Family Wealth, LLC
|
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|
Janus Henderson Group Plc
|
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Significant Wealth Partners LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Wood Tarver Financial Group, LLC
|
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Chicago Capital, LLC
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Van Eck Associates Corp
|
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|
Abound Wealth Management
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
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|
|
Anchor Investment Management, LLC
|
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|
Personal Cfo Solutions, Llc
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
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|
|
Adviser Investments LLC
|
|
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|
|
Boston Trust Walden Corp
|
|
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|
Pinnacle West Asset Management, Inc.
|
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|
Moors & Cabot, Inc.
|
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|
J.w. Cole Advisors, Inc.
|
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|
Wetherby Asset Management Inc
|
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|
Avantax Planning Partners, Inc.
|
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|
Charles Schwab Trust Co
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
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|
Global X Japan Co., Ltd.
|
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|
Hilltop Holdings Inc.
|
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|
Aviva Plc
|
|
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|
Godshalk Welsh Capital Management, Inc.
|
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|
Nova Wealth Management, Inc.
|
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|
Joseph Group Capital Management
|
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|
|
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|
Bfsg, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
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Jefferies Financial Group Inc.
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Fifth Third Bancorp
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DHJJ Financial Advisors, Ltd.
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Financial Advisors Network, Inc.
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Financial Engines Advisors L.L.C.
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Resources Investment Advisors, LLC.
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State Of Wisconsin Investment Board
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Bank OZK
|
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Loomis Sayles & Co L P
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Confluence Wealth Services, Inc.
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ASR Vermogensbeheer N.V.
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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|
Bill Few Associates, Inc.
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Armistice Capital, Llc
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Vision Financial Markets Llc
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Rockland Trust Co
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Northwestern Mutual Investment Management Company, Llc
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EP Wealth Advisors, Inc.
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Wealth Alliance
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Barclays Plc
|
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Horst & Graben Wealth Management LLC
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Wesbanco Bank Inc
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Quest Partners LLC
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Principal Securities, Inc.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Ballentine Partners, LLC
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Goldman Sachs Group Inc
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Monument Capital Management
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Calamos Advisors LLC
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Sofos Investments, Inc.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Umb Bank N A/mo
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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World Equity Group, Inc.
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Beutel, Goodman & Co Ltd.
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Drive Wealth Management, Llc
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Sawyer & Company, Inc
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Wellington Shields & Co., LLC
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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Golden State Wealth Management, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Azimuth Capital Investment Management LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Affinity Wealth Management Llc
|
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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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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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Treasurer of the State of North Carolina
|
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Spire Wealth Management
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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Ing Groep Nv
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Ti-trust, Inc
|
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one8zero8, LLC
|
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Bank Of America Corp /de/
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Cranbrook Wealth Management, LLC
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|
Allspring Global Investments Holdings, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Quadcap Wealth Management, LLC
|
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|
Western Wealth Management, LLC
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|
Blue Capital, Inc.
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Long Island Wealth Management, Inc.
|
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|
Cherokee Insurance Co
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
Klp Kapitalforvaltning As
|
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|
Mizuho Markets Americas Llc
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Flagship Wealth Advisors, Llc
|
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Adirondack Trust Co
|
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|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
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|
|
Stock Yards Bank & Trust Co
|
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|
Korea Investment CORP
|
|
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|
Pacific Center for Financial Services
|
|
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|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
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|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
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|
|
Q3 Asset Management
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
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|
|
Sfmg, Llc
|
|
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|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
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|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
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|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
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Assenagon Asset Management S.A.
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Regions Financial Corp
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Gulf International Bank (UK) Ltd
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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URTH - iShares, Inc. - iShares MSCI World ETF
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Cornerstone Planning Group LLC
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VestGen Advisors, LLC
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Rialto Wealth Management, LLC
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Pinnacle Financial Partners Inc
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
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JXI - iSHARES TRUST - iShares Global Utilities ETF
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Atria Wealth Solutions, Inc.
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Citizens Financial Group Inc/ri
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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ProShare Advisors LLC
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Essex LLC
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Kestra Advisory Services, LLC
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ATLAS Infrastructure Partners (UK) Ltd.
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Centricity Wealth Management, LLC
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Richwood Investment Advisors, LLC
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Landmark Wealth Management, LLC
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Silvercrest Asset Management Group Llc
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
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Atlas Capital Advisors Llc
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Webster Bank, N. A.
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Cornerstone Total Return Fund Inc
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Carnegie Capital Asset Management, LLC
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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Woodline Partners LP
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