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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
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|
Key FInancial Inc
|
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|
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|
Nuveen Core Equity Alpha Fund
|
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|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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Natixis Advisors, L.p.
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Brown Brothers Harriman & Co
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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LMR Partners LLP
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Lineweaver Wealth Advisors, LLC
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Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
Dynamic Wealth Strategies, LLC
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Sunbelt Securities, Inc.
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Clearwater Capital Advisors, LLC
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Advanced Asset Management Advisors Inc
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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Fiera Capital Corp
|
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Pacer Advisors, Inc.
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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Tokio Marine Asset Management Co Ltd
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Fmr Llc
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Ridgewood Investments LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Kilter Group LLC
|
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Van Eck Associates Corp
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Simmons Bank
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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ANTIPODES PARTNERS Ltd
|
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Hantz Financial Services, Inc.
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
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|
Treasurer of the State of North Carolina
|
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Optas, LLC
|
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Profunds - Profund Vp Bull
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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Gitterman Wealth Management, LLC
|
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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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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Cape Investment Advisory, Inc.
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Compton Financial Group, LLC
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Allianzgi Equity & Convertible Income Fund
|
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APG Asset Management N.V.
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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UBS Group AG
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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Waterloo Capital, L.P.
|
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Leigh Baldwin & Co., Llc
|
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Bartlett & Co. Wealth Management Llc
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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Institutional Investment Strategy Fund
|
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Capital Research Global Investors
|
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Walleye Trading LLC
|
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|
Nuveen Multi-Asset Income Fund
|
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Van Hulzen Asset Management, LLC
|
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Citizens Financial Group Inc/ri
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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Howard Capital Management Inc.
|
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
DT Investment Partners, LLC
|
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First United Bank Trust/
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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Congress Wealth Management LLC / DE /
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
Mml Investors Services, Llc
|
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|
Covestor Ltd
|
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|
Jump Financial, LLC
|
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|
Advisory Services Network, LLC
|
|
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|
Centennial Bank/AR/
|
|
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
Man Group plc
|
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|
CIBC World Markets Inc.
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
Riverwater Partners LLC
|
|
|
|
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|
Magnetar Financial LLC
|
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|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
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|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
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Plante Moran Financial Advisors, LLC
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
|
|
New York State Teachers Retirement System
|
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|
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|
Cidel Asset Management Inc
|
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|
Birchbrook, Inc.
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
Grove Bank & Trust
|
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Good Life Advisors, LLC
|
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|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
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|
Whipplewood Advisors, LLC
|
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Ubs Asset Management Americas Inc
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
Farmers & Merchants Investments Inc
|
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|
Financial Management Professionals, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Baltimore-Washington Financial Advisors, Inc.
|
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Green Square Capital Advisors Llc
|
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Hussman Strategic Advisors, Inc.
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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J.w. Cole Advisors, Inc.
|
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
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|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
|
Alpha Omega Wealth Management LLC
|
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|
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|
|
Miller Howard Investments Inc /ny
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
|
Millstone Evans Group, LLC
|
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Essex LLC
|
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Duncker Streett & Co Inc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SummitTX Capital, L.P.
|
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|
Aviva Plc
|
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|
Cohen & Steers, Inc.
|
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|
Catalytic Wealth RIA, LLC
|
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|
Newton One Investments LLC
|
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|
Kestra Advisory Services, LLC
|
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Garde Capital, Inc.
|
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Quest Partners LLC
|
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|
Advisors Capital Management, LLC
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
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|
Marshall Wace, Llp
|
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|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
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|
Vontobel Holding Ltd.
|
|
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|
Webster Bank, N. A.
|
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
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|
|
Aviso Wealth Management
|
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|
|
Davidson Investment Advisors
|
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|
Enterprise Financial Services Corp
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
|
RIA Advisory Group LLC
|
|
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|
|
State Street Corp
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
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|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
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|
CIBC Asset Management Inc
|
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|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
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|
|
Black Diamond Financial, LLC
|
|
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|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
|
|
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|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
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|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
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|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
ATLAS Infrastructure Partners (UK) Ltd.
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
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Ledyard National Bank
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
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|
|
Successful Portfolios LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Salomon & Ludwin, LLC
|
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|
Banque Cantonale Vaudoise
|
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Gabelli Utility Trust
|
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XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
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|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
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Tri-continental Corp
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
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|
Anfield Capital Management, LLC
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|
Whittier Trust Co Of Nevada Inc
|
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|
Patton Fund Management, Inc.
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
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Advanced Portfolio Management, LLC
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Ci Investments Inc.
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Integrated Advisors Network LLC
|
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Putnam Fl Investment Management Co
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
Trust Co Of Vermont
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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CX Institutional
|
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Spurstone Advisory Services, LLC
|
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Graham Capital Management, L.P.
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Sequoia Financial Advisors, LLC
|
|
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
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|
Smithfield Trust Co
|
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Ossiam
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Northstar Advisory Group, LLC
|
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Retirement Planning Co of New England, Inc.
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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StoneX Group Inc.
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Gateway Investment Advisers Llc
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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Plato Investment Management Ltd
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Phoenix Wealth Advisors
|
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Affinity Investment Advisors, Llc
|
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True Wealth Design, LLC
|
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TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
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Massachusetts Financial Services Co /ma/
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
Princeton Global Asset Management LLC
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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Forsta Ap-fonden
|
|
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State of Tennessee, Treasury Department
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
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|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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BRYN MAWR TRUST Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
|
Uncommon Cents Investing LLC
|
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|
RMG Wealth Management LLC
|
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|
|
Choate Investment Advisors
|
|
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|
Trust Point Inc.
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
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|
HighTower Advisors, LLC
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
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|
Vestor Capital, Llc
|
|
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|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Lido Advisors, LLC
|
|
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|
Calamos Advisors LLC
|
|
|
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|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
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|
|
Equitable Holdings, Inc.
|
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|
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Semmax Financial Advisors Inc.
|
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
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|
Ashton Thomas Securities, Llc
|
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
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|
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|
Berger Financial Group, Inc
|
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|
Accel Wealth Management
|
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|
Moody National Bank Trust Division
|
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|
Fisher Funds Management LTD
|
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|
CWA Asset Management Group, LLC
|
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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
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|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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Wasatch Advisors Inc
|
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|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
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|
|
Parallel Advisors, LLC
|
|
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|
|
Jacobi Capital Management LLC
|
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|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
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|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
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|
|
Peapack Gladstone Financial Corp
|
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|
Atom Investors LP
|
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|
Schroder Investment Management Group
|
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Summit Trail Advisors, Llc
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
LOM Asset Management Ltd
|
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|
|
Solstein Capital, LLC
|
|
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|
|
Ausbil Investment Management Ltd
|
|
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|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Lsp Investment Advisors, Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Kettle Hill Capital Management, Llc
|
|
|
|
|
|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
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|
|
Royal London Asset Management Ltd
|
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|
Walleye Capital LLC
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
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|
|
Glass Jacobson Investment Advisors llc
|
|
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|
BTG Pactual Asset Management US LLC
|
|
|
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|
Bfsg, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
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|
|
Parkworth Wealth Management, Inc.
|
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|
Compagnie Lombard Odier SCmA
|
|
|
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|
Atria Investments Llc
|
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
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|
Quest 10 Wealth Builders, Inc.
|
|
|
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|
|
Woodline Partners LP
|
|
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|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Pacifica Partners Inc.
|
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|
Howard Hughes Medical Institute
|
|
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Checchi Capital Advisers, LLC
|
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|
Chicago Partners Investment Group LLC
|
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|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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Allegheny Financial Group LTD
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IFP Advisors, Inc
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Deutsche Bank Ag\
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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DC Investments Management, LLC
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Vestcor Inc
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
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N.E.W. Advisory Services LLC
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
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Intrust Bank Na
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New York State Common Retirement Fund
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
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44 Wealth Management Llc
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Guggenheim Capital Llc
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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ICICI Prudential Asset Management Co Ltd
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Piscataqua Savings Bank
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Russell Investments Group, Ltd.
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Haverford Trust Co
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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Paradigm Financial Partners, Llc
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St Germain D J Co Inc
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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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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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Reaves W H & Co Inc
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Total Investment Management Inc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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MJT & Associates Financial Advisory Group, Inc.
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
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Amundi
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Telos Capital Management, Inc.
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Pennsylvania Capital Management Inc /adv
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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Capital Square, LLC
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Atlantic Union Bankshares Corp
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GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
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Bank & Trust Co
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Nomura Holdings Inc
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Tcw Group Inc
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PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
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City State Bank
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Middleton & Co Inc/ma
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Buckingham Strategic Partners
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Activest Wealth Management
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GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
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Marion Wealth Management
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Platform Technology Partners
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TCG Advisory Services, LLC
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Farther Finance Advisors, LLC
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Convergence Investment Partners, LLC
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Vermillion Wealth Management, Inc.
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Retirement Systems of Alabama
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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Bokf, Na
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Blackrock Enhanced Equity Dividend Trust
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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Leo Wealth, LLC
|
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Tyler-Stone Wealth Management
|
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First Manhattan Co
|
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LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Wells Fargo & Company/mn
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Legal & General Group Plc
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Bank Of Montreal /can/
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
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|
|
Truist Financial Corp
|
|
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|
|
Ballentine Partners, LLC
|
|
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|
|
Qube Research & Technologies Ltd
|
|
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|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
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|
|
AlphaCore Capital LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
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|
|
Royal Bank Of Canada
|
|
|
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|
|
Verdence Capital Advisors LLC
|
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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|
Blackston Financial Advisory Group, LLC
|
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|
V-Square Quantitative Management LLC
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|
Journey Strategic Wealth Llc
|
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Ostrum Asset Management
|
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T. Rowe Price Investment Management, Inc.
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Grimes & Company, Inc.
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Nbt Bank N A /ny
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
Confluence Wealth Services, Inc.
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
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|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
Carolina Wealth Advisors, LLC
|
|
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|
Moors & Cabot, Inc.
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Avalon Trust Co
|
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|
Manufacturers Life Insurance Company, The
|
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Catalyst Capital Advisors LLC
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Cooper Financial Group
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Jpmorgan Chase & Co
|
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Wedmont Private Capital
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Private Advisor Group, LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Commerzbank Aktiengesellschaft /fi
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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Empowered Funds, LLC
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Logan Capital Management Inc
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Norden Group Llc
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NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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STRV - EA Series Trust - Strive 500 ETF
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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American Assets Investment Management, LLC
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Campion Asset Management LLC
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Credit Agricole S A
|
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SageView Advisory Group, LLC
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Avion Wealth
|
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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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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
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FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
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Ameriflex Group, Inc.
|
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Police & Firemen's Retirement System of New Jersey
|
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IHT Wealth Management, LLC
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Dai-Ichi Life Insurance Company, Ltd
|
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Westpac Banking Corp
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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ASR Vermogensbeheer N.V.
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Kestra Private Wealth Services, Llc
|
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Vantage Point Financial LLC
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Manchester Capital Management LLC
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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Voya Investment Management Llc
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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Arlington Trust Co LLC
|
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VeraBank, N.A.
|
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GPS Wealth Strategies Group, LLC
|
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|
Klp Kapitalforvaltning As
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Exchange Traded Concepts, Llc
|
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|
Caldwell Securities, Inc
|
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|
Robeco Institutional Asset Management B.V.
|
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DekaBank Deutsche Girozentrale
|
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Aqr Capital Management Llc
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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|
Hager Investment Management Services, Llc
|
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Larson Financial Group LLC
|
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|
Tobam
|
|
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Greenland Capital Management LP
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
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|
Agf Management Ltd
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
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Bleakley Financial Group, LLC
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Signaturefd, Llc
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Credential Securities Inc.
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PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
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Gables Capital Management Inc.
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Two Sigma Investments, Lp
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Mv Capital Management, Inc.
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ProShare Advisors LLC
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Creative Financial Designs Inc /adv
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Carret Asset Management, Llc
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Profunds - Profund Vp Ultrabull
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Richard Bernstein Advisors LLC
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Midwest Trust Co
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Arete Wealth Advisors, LLC
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Elo Mutual Pension Insurance Co
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Peak6 Llc
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AdvisorNet Financial, Inc
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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Wolverine Trading, Llc
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Paragon Financial Partners, Inc.
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BlackRock, Inc.
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
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Crowley Wealth Management, Inc.
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State of Alaska, Department of Revenue
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MetLife Investment Management, LLC
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Nomura Asset Management Co Ltd
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Sargent Investment Group, LLC
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Jfs Wealth Advisors, Llc
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Envestnet Asset Management Inc
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Adviser Investments LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
GoalVest Advisory LLC
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Quent Capital, LLC
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Prudent Man Investment Management, Inc.
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State Of Michigan Retirement System
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VSM Wealth Advisory, LLC
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American Capital Advisory, LLC
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Mercer Global Advisors Inc /adv
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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Stifel Financial Corp
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Stiles Financial Services Inc
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Syon Capital Llc
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Viking Fund Management Llc
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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Candriam Luxembourg S.C.A.
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Advisors Asset Management, Inc.
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Commonwealth Equity Services, Llc
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Bare Financial Services, Inc
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Tower Research Capital LLC (TRC)
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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EverSource Wealth Advisors, LLC
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
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Delta Asset Management Llc/tn
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Meiji Yasuda Asset Management Co Ltd.
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Brevan Howard Capital Management LP
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Texas Permanent School Fund
|
|
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Rsm Us Wealth Management Llc
|
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|
Amalgamated Bank
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
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|
|
Commerce Bank
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Nova Wealth Management, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
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|
