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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Mill Capital Management, LLC
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Metis Global Partners, LLC
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Arthur M. Cohen & Associates, Llc
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Td Asset Management Inc
|
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|
Avantax Advisory Services, Inc.
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Franklin Street Advisors Inc /nc
|
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Syon Capital Llc
|
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Citigroup Inc
|
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First Trust Advisors Lp
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Campion Asset Management LLC
|
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Axxcess Wealth Management, Llc
|
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Colonial Trust Co / SC
|
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Forsta Ap-fonden
|
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Gabelli Funds Llc
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EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
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SailingStone Capital Partners LLC
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
Hengehold Capital Management Llc
|
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Concorde Financial Corp
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
Taylor Financial Group, Inc.
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Spire Wealth Management
|
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|
Gotham Asset Management, LLC
|
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Russell Investments Group, Ltd.
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Herzfeld Caribbean Basin Fund Inc
|
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|
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|
Tokio Marine Asset Management Co Ltd
|
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|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
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|
Osterweis Capital Management Inc
|
|
|
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|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
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Cwm, Llc
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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Tocqueville Asset Management L.p.
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Westbourne Investments, Inc.
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Canada Pension Plan Investment Board
|
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LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
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London Co Of Virginia
|
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Massmutual Trust Co Fsb/adv
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Moore Capital Management, Lp
|
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O'shaughnessy Asset Management, Llc
|
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CWM Advisors, LLC
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
Sage Mountain Advisors LLC
|
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|
Norges Bank
|
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|
Vanguard Group Inc
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
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|
Cigna Investments Inc /new
|
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
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|
Toroso Investments, LLC
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
|
|
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|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
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|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
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|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
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|
Everpar Advisors Llc
|
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|
Umb Bank N A/mo
|
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|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Cresta Advisors, Ltd.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
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|
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Vise Technologies, Inc.
|
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|
New York State Teachers Retirement System
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
Fortitude Family Office, LLC
|
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|
NorthRock Partners, LLC
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
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Capital Advisors, Ltd. LLC
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Bluegrass Capital Partners LP
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Armstrong Advisory Group, Inc
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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Accretive Wealth Partners, LLC
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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Aviso Financial Inc.
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FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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Kestra Advisory Services, LLC
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State Of Wisconsin Investment Board
|
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Hudson Value Partners, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Summit Financial, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Assenagon Asset Management S.A.
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Sei Investments Co
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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Harbor Advisors LLC
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Profunds - Profund Vp Bull
|
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
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Brandywine Trust Co
|
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Parkside Financial Bank & Trust
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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GAM Holding AG
|
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Blueshift Asset Management, LLC
|
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Hudson Canyon Capital Management
|
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Hrt Financial Lp
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Rakuten Securities, Inc.
|
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Adams Natural Resources Fund, Inc.
|
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Whittier Trust Co
|
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Manufacturers Life Insurance Company, The
|
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Texas Yale Capital Corp.
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Defined Wealth Management, Llc
|
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Nvwm, Llc
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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Landscape Capital Management, L.l.c.
|
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M&G Plc
|
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Frank, Rimerman Advisors LLC
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Pekin Hardy Strauss, Inc.
|
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Quadrant Capital Group Llc
|
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Rather & Kittrell, Inc.
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Dagco, Inc.
|
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Charter Research & Investment Group, Inc.
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Ironwood Investment Counsel, LLC
|
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Golden State Wealth Management, LLC
|
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Progeny 3, Inc.
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
CIBC Asset Management Inc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
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|
CIBC World Markets Inc.
|
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|
First Hawaiian Bank
|
|
|
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|
Legal & General Group Plc
|
|
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Bessemer Group Inc
|
|
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
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|
Harvey Capital Management Inc
|
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|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
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|
|
|
DHJJ Financial Advisors, Ltd.
|
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|
|
|
|
Herold Advisors, Inc.
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
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|
Quaker Wealth Management, LLC
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
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|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
State Street Corp
|
|
|
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|
GW&K Investment Management, LLC
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Camrose Capital Investment Partners LLP
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
California Public Employees Retirement System
|
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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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|
|
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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Alteri Wealth LLC
|
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|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Amica Mutual Insurance Co
|
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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Mitchell Capital Management Co
|
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|
Gilman Hill Asset Management, LLC
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
Barrett & Company, Inc.
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
Dark Forest Capital Management Lp
|
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New York State Common Retirement Fund
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Daymark Wealth Partners, Llc
|
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|
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FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
Resona Asset Management Co.,Ltd.
|
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one8zero8, LLC
|
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|
Spreng Capital Management, Inc.
|
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Rakuten Investment Management, Inc.
|
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|
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|
Steginsky Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
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|
|
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|
Ameriprise Financial Inc
|
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GAMMA Investing LLC
|
|
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Banque Cantonale Vaudoise
|
|
|
|
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
|
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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|
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IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Bard Financial Services, Inc.
|
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|
Aviva Plc
|
|
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Nova Wealth Management, Inc.
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
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|
Sittner & Nelson, Llc
|
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|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
|
Atria Investments Llc
|
|
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|
|
ISAM Funds (UK) Ltd
|
|
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|
Axa S.a.
|
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|
BlackRock, Inc.
|
|
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|
Gilder Gagnon Howe & Co Llc
|
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|
Greenleaf Trust
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Hawk Ridge Capital Management Lp
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Profunds - Profund Vp Basic Materials
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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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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|
GHP Investment Advisors, Inc.
|
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Federation des caisses Desjardins du Quebec
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Tran Capital Management, L.p.
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
Swiss National Bank
|
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Park Place Capital Corp
|
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Bnp Paribas Arbitrage, Sa
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Archer Investment Corp
|
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|
Mizuho Securities Usa Llc
|
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Cerity Partners LLC
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Confluence Investment Management Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
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Findlay Park Partners LLP
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Mariner Investment Group Llc
|
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Cable Hill Partners, LLC
|
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Gables Capital Management Inc.
|
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AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Sand Hill Global Advisors, LLC
|
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Select Equity Group, L.P.
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Great West Life Assurance Co /can/
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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WealthTrak Capital Management LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Alerus Financial Na
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Zions Bancorporation, National Association /ut/
|
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Verus Capital Partners, Llc
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Abound Wealth Management
|
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Mizuho Securities Usa Llc
|
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Boreal Capital Management LLC
|
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IFP Advisors, Inc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Voleon Capital Management Lp
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Regions Financial Corp
|
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Winton Capital Group Ltd
|
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BNP Paribas Asset Management Holding S.A.
|
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ExodusPoint Capital Management, LP
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Sfmg, Llc
|
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Alkeon Capital Management Llc
|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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|
Hazlett, Burt & Watson, Inc.
|
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Ag2r La Mondiale Gestion D'actifs
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
AMG National Trust Bank
|
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|
Resources Investment Advisors, LLC.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
|
RMR Wealth Builders
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Atika Capital Management LLC
|
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|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Ethic Inc.
|
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|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
|
Atlantic Union Bankshares Corp
|
|
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|
|
SRS Capital Advisors, Inc.
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
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|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
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|
|
Mutual Of America Capital Management Llc
|
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|
|
Pelham Capital Ltd.
|
|
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|
Advisor Group Holdings, Inc.
|
|
|
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|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
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|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
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|
|
CX Institutional
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
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|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
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Griffin Asset Management, Inc.
|
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Signature Wealth Management Partners, LLC
|
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|
Tidemark, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
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|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
Captrust Financial Advisors
|
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|
|
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|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
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|
Lazard Asset Management Llc
|
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|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
HighPoint Advisor Group LLC
|
|
|
|
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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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|
Harbour Investments, Inc.
|
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Intech Investment Management Llc
|
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Renaissance Investment Group LLC
|
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FIL Ltd
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
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|
Brown Advisory Inc
|
|
|
|
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|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
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|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
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|
ICONIQ Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
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|
TimesSquare Capital Management, LLC
|
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|
Tortoise Investment Management, LLC
|
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Fidelis Capital Partners, LLC
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
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|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
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|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
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|
Davis Investment Partners, LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
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|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
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|
William Blair Investment Management, Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
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|
Man Group plc
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
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|
Onefund, Llc
|
|
|
|
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|
BIP Wealth, LLC
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Bislett Management, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Penserra Capital Management LLC
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
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|
Sagespring Wealth Partners, Llc
|
|
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|
Covea Finance
|
|
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
|
Clarendon Private LLC
|
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|
Spears Abacus Advisors LLC
|
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|
Apella Capital, LLC
|
|
|
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|
|
Activest Wealth Management
|
|
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|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Mark Asset Management Lp
|
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|
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|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
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|
Bridges Investment Management Inc
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
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|
New Mexico Educational Retirement Board
|
|
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|
Miracle Mile Advisors, LLC
|
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Circle Wealth Management, LLC
|
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Covestor Ltd
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
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|
Pinnacle Bancorp, Inc.
|
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Quantinno Capital Management LP
|
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Ci Investments Inc.
|
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Candriam Luxembourg S.C.A.
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
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|
|
Nuveen, LLC
|
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Key FInancial Inc
|
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National Bank Of Canada /fi/
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Compass Ion Advisors, LLC
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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|
Ramirez Asset Management, Inc.
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
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|
Sagefield Capital LP
|
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|
Jfs Wealth Advisors, Llc
|
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D.a. Davidson & Co.
|
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Banco Santander, S.A.
|
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|
St. Nicholas Private Asset Management, Inc
|
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|
Valeo Financial Advisors, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
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|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
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|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
|
Korea Investment CORP
|
|
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|
|
DiNuzzo Private Wealth, Inc.
|
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|
ORG Wealth Partners, LLC
|
|
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|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
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|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
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|
|
Fiduciary Alliance LLC
|
|
|
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|
|
Cromwell Holdings LLC
|
|
|
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|
|
Nordea Investment Management Ab
|
|
|
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|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Harvey Partners, LLC
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
|
RDST Capital LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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Heartwood Wealth Advisors LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Epoch Investment Partners, Inc.
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Fulton Bank, N.a.
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Snowden Capital Advisors LLC
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IGE - iSHARES TRUST - iShares North American Natural Resources ETF
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Tema Etfs Llc
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State Of Michigan Retirement System
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Ironsides Asset Advisors, LLC
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
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Guggenheim Capital Llc
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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Gries Financial Llc
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CWA Asset Management Group, LLC
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Riggs Asset Managment Co. Inc.
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Heritage Investors Management Corp
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CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
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Richardson Capital Management LLC
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UniSuper Management Pty Ltd
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First Manhattan Co
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Aqr Capital Management Llc
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NEOS Investment Management LLC
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
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Ycg, Llc
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Thompson Davis & Co., Inc.
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
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Huber Capital Management LLC
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Independent Advisor Alliance
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Huntleigh Advisors, Inc.
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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D. E. Shaw & Co., Inc.
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Northwestern Mutual Investment Management Company, Llc
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Allianz Se
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Tredje AP-fonden
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XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
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Banco Bilbao Vizcaya Argentaria, S.a.
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Envestnet Asset Management Inc
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Allworth Financial LP
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Opal Wealth Advisors, LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Ashton Thomas Securities, Llc
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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U.S. Capital Wealth Advisors, LLC
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Dimensional Fund Advisors Lp
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IFG Advisory, LLC
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MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
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CLARET ASSET MANAGEMENT Corp
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Baird Financial Group, Inc.
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Brandywine Global Investment Management, LLC
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Klp Kapitalforvaltning As
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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