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Df Dent & Co Inc
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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|
Bank & Trust Co
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Fmr Llc
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Anchor Investment Management, LLC
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Ameritas Investment Partners, Inc.
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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Rathbone Brothers plc
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Natixis Advisors, L.p.
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Kiker Wealth Management, LLC
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Atalanta Sosnoff Capital, Llc
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Nuveen, LLC
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Basswood Capital Management, L.l.c.
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Teacher Retirement System Of Texas
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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|
Trustco Bank Corp N Y
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Natixis
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Saybrook Capital /nc
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Inspire Advisors, LLC
|
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Chris Bulman Inc
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
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Quantinno Capital Management LP
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Employees Retirement System of Texas
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Beck Mack & Oliver Llc
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
American Capital Advisory, LLC
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Oliver Luxxe Assets LLC
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Capital Wealth Planning, LLC
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Legal & General Group Plc
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Curat Global, LLC
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Private Advisor Group, LLC
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SJS Investment Consulting Inc.
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Warren Averett Asset Management, LLC
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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CIBC Asset Management Inc
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Quest 10 Wealth Builders, Inc.
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Sentinus, LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Tradewinds Capital Management, LLC
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Deroy & Devereaux Private Investment Counsel Inc
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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Nbc Securities, Inc.
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Invesco Ltd.
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Argentarii, LLC
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CTC Alternative Strategies, Ltd.
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Onefund, Llc
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Davis R M Inc
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Andra AP-fonden
|
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
WealthTrust Axiom LLC
|
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Shufro Rose & Co Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Vision Financial Markets Llc
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Chesley Taft & Associates LLC
|
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Peak6 Llc
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Berger Financial Group, Inc
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Gotham Asset Management, LLC
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Beacon Capital Management, LLC
|
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Stifel Financial Corp
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
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|
Advisory Services Network, LLC
|
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|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
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|
Community Bank, N.A.
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Brookstone Capital Management
|
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|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
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|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
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|
|
Birchbrook, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
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|
RMG Wealth Management LLC
|
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Provenance Wealth Advisors, LLC
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Clear Harbor Asset Management, LLC
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DRW Securities, LLC
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Berry Wealth Group, LP
|
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Penobscot Investment Management Company, Inc.
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Hancock Whitney Corp
|
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|
Armis Advisers, LLC
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Signaturefd, Llc
|
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SGL Investment Advisors, Inc.
|
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Dynamic Advisor Solutions LLC
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Miracle Mile Advisors, LLC
|
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3Chopt Investment Partners, LLC
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Ar Asset Management Inc
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Core Alternative Capital
|
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Guardian Wealth Advisors, Llc / Nc
|
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Ckw Financial Group
|
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Charles Schwab Investment Management Inc
|
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Keel Point, LLC
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Cigna Investments Inc /new
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OV Management LLC
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Ransom Advisory, Ltd
|
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Crawford Investment Counsel Inc
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Pallas Capital Advisors LLC
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Klingenstein Fields & Co Lp
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Fisher Asset Management, LLC
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Cobblestone Capital Advisors Llc /ny/
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Ossiam
|
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Interval Partners, LP
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
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Kinneret Advisory, LLC
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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SG Americas Securities, LLC
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Dakota Wealth Management
|
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Winthrop Capital Management, LLC
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EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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Tiemann Investment Advisors, Llc
|
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Providence Wealth Advisors, LLC
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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Board of the Pension Protection Fund
|
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Prelude Capital Management, Llc
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Pullen Investment Management, LLC
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One Wealth Advisors, LLC
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BSW Wealth Partners
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Wbi Investments, Inc.
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White Pine Capital Llc
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Nuveen S&p 500 Buywrite Income Fund
|
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Lido Advisors, LLC
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ASR Vermogensbeheer N.V.
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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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NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
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Strategic Financial Services, Inc,
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Cornerstone Select Advisors, LLC
|
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Buckingham Strategic Partners
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
Sequoia Financial Advisors, LLC
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
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Mutual Of America Capital Management Llc
|
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Nemes Rush Group LLC
|
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Morey & Quinn Wealth Partners, LLC
|
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SMART Wealth 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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|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
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|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Globeflex Capital L P
|
|
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|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
KBWP - Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
|
First National Trust Co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
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|
RFG Advisory, LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
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|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
|
Quadrant Capital Group Llc
|
|
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
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Atlantic Union Bankshares Corp
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
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|
|
Wealthcare Advisory Partners LLC
|
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
|
First Affirmative Financial Network
|
|
|
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|
|
Independent Advisor Alliance
|
|
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Uncommon Cents Investing LLC
|
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Bright Futures Wealth Management, LLC.
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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Riverview Trust Co
|
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|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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TruWealth Advisors, LLC
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
|
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|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
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STRV - EA Series Trust - Strive 500 ETF
|
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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|
Massmutual Trust Co Fsb/adv
|
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Pflug Koory, LLC
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
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|
Harvest Investment Advisors, LLC
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
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|
Bouchey Financial Group Ltd
|
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
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|
|
Magnolia Capital Advisors Llc
|
|
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|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Illinois Municipal Retirement Fund
|
|
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|
New York Life Investment Management Llc
|
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|
Advyzon Investment Management, LLC
|
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|
Dodge & Cox
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
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|
|
Destination Wealth Management
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
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|
|
Future Financial Wealth Managment LLC
|
|
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|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
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|
Philadelphia Financial Management of San Francisco, LLC
|
|
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|
|
Cambridge Investment Research Advisors, Inc.
|
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
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|
|
Sheets Smith Investment Management
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
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|
|
Snowden Capital Advisors LLC
|
|
|
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|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Chicago Wealth Management, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Capitolis Liquid Global Markets LLC
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Trust Co Of Toledo Na /oh/
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Armbruster Capital Management, Inc.
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Main Street Financial Solutions, LLC
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Vident Advisory, LLC
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
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Northeast Financial Consultants Inc
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Spirepoint Private Client, Llc
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
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Sei Investments Co
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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KG&L Capital Management,LLC
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Copeland Capital Management, LLC
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Royal Bank Of Canada
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Allegiance Financial Group Advisory Services LLC
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Golden State Equity Partners
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Mercer Global Advisors Inc /adv
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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VSM Wealth Advisory, LLC
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Vinva Investment Management Ltd
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Lazard Asset Management Llc
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Smithfield Trust Co
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Inceptionr Llc
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Allianz Asset Management GmbH
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Evergreen Capital Management Llc
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
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bLong Financial, LLC
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Cornerstone Advisors Asset Management, Inc
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Bogart Wealth, LLC
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Brandywine Global Investment Management, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
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ABLE Financial Group, LLC
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Gifford Fong Associates
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Modera Wealth Management, LLC
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RB Capital Management, LLC
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Clark Capital Management Group, Inc.
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Simmons Bank
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Cedar Mountain Advisors, LLC
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Creative Planning
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Nordwand Advisors, LLC
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BTC Capital Management, Inc.
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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VEGN - ETF Series Solutions - US Vegan Climate ETF
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Coastal Bridge Advisors, LLC
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Pittenger & Anderson Inc
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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Fundamentun, Llc
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Graham Capital Management, L.P.
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Allen Mooney & Barnes Investment Advisors LLC
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Merit Financial Group, LLC
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Whipplewood Advisors, LLC
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HighTower Advisors, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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State of Tennessee, Treasury Department
|
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Ameriprise Financial Inc
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Whittier Trust Co
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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BlackRock, Inc.
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
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Atria Investments Llc
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Consultiva Wealth Management, Corp.
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Bridges Investment Management Inc
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Atticus Wealth Management, Llc
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Navellier & Associates Inc
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Alerus Financial Na
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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Jeppson Wealth Management, Llc
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CIBC World Markets Inc.
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Keyes, Stange & Wooten Wealth Management, LLC
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Pinnacle Bancorp, Inc.
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Guerra Pan Advisors, Llc
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Ferguson Wellman Capital Management, Inc
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Olistico Wealth, LLC
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Aries Wealth Management
|
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1620 Investment Advisors, Inc.
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Firestone Capital Management
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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Cresset Asset Management, LLC
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Flagship Wealth Advisors, Llc
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Goldstone Financial Group, LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Charter Oak Capital Management, LLC
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Park Avenue Securities Llc
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National Asset Management, Inc.
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Sachetta, LLC
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Sustainable Insight Capital Management, LLC
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Crestwood Advisors Group LLC
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
St Germain D J Co Inc
|
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|
Integrated Investment Consultants, LLC
|
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|
Iron Horse Wealth Management, LLC
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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Re Advisers Corp
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Barrow Hanley Mewhinney & Strauss Llc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
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|
Ccm Investment Advisers Llc
|
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|
Bard Financial Services, Inc.
|
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Joel Isaacson & Co., LLC
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
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|
IFM Investors Pty Ltd
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Humankind Investments LLC
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Bfsg, Llc
|
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|
Waddell & Associates, Llc
|
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
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|
Capital Fund Management S.a.
|
|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
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|
Fiduciary Family Office, Llc
|
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|
Pacific Sage Partners, LLC
|
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|
First Command Advisory Services, Inc.
|
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|
Rothschild Investment Llc
|
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|
Wetzel Investment Advisors, Inc.
|
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|
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|
Hartford Investment Management Co
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
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|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Silver Coast Investments LLC
|
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|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
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|
Missouri Trust & Investment Co
|
|
|
|
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|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
ProShare Advisors LLC
|
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|
Greenleaf Trust
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
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|
|
IMS Capital Management
|
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|
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|
|
Dock Street Asset Management Inc
|
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|
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|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Alua Capital Management LP
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Capital Advisors Inc/ok
|
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McIlrath & Eck, LLC
|
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|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
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|
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Insight Inv LLC
|
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|
Greater Midwest Financial Group, LLC
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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Norges Bank
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Aqr Capital Management Llc
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
Country Trust Bank
|
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|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
Rosenberg Matthew Hamilton
|
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Bank of New Hampshire
|
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TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
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|
Principle Wealth Partners Llc
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Canada Pension Plan Investment Board
|
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|
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CIBC Private Wealth Group, LLC
|
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Norris Perne & French Llp/mi
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Bridgewater Advisors Inc.
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
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|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
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|
Crews Bank & Trust
|
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|
Pensionmark Financial Group, Llc
|
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Horizon Wealth Management, LLC
|
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|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
Resurgent Financial Advisors LLC
|
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|
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|
LRI Investments, LLC
|
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|
Fiduciary Trust Co
|
|
|
|
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|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
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|
Gilliland Jeter Wealth Management LLC
|
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|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Daymark Wealth Partners, Llc
|
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|
Continuum Advisory, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
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Public Employees Retirement System Of Ohio
|
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Umb Bank N A/mo
|
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Fairfield, Bush & Co.
|
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Spdr S&p 500 Etf Trust
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Creative Capital Management Investments LLC
|
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|
Pinnacle Financial Group, LLC / IL
|
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|
Annex Advisory Services, LLC
|
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|
Public Sector Pension Investment Board
|
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Resonant Capital Advisors, LLC
|
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Mpwm Advisory Solutions, Llc
|
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
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|
Portside Wealth Group, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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|
Argent Trust Co
|
|
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|
Nebula Research & Development LLC
|
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|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
|
|
|
|
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|
Alexander Randolph Advisory Inc
|
|
|
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|
Garrett Wealth Advisory Group, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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|
|
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|
Kentucky Retirement Systems
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
Glenview Trust Co
|
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|
Invst, LLC
|
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|
Invesco, Llc
|
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Congress Asset Management Co /ma
|
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Allen Capital Group, LLC
|
|
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|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
|
Thompson Investment Management, Inc.
|
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|
|
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|
Mason & Associates Inc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
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|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
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|
|
XML Financial, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
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|
|
|
|
Verum Partners LLC
|
|
|
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|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
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|
|
Estabrook Capital Management
|
|
|
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|
|
Credit Industriel Et Commercial
|
|
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|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
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|
Schonfeld Strategic Advisors LLC
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
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|
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|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
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|
|
Vestcor Inc
|
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|
Trust Co Of Vermont
|
|
|
|
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|
CBOE Vest Financial, LLC
|
|
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Jane Street Group, Llc
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
Two Sigma Investments, Lp
|
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|
Harbor Capital Advisors, Inc.
|
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|
L2 Asset Management, LLC
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Clg Llc
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
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|
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|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
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|
Madison Asset Management, LLC
|
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
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|
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|
Meadow Creek Wealth Advisors Llc
|
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|
F&V Capital Management, LLC
|
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|
Innova Wealth Partners
|
|
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|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
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|
|
|
Delta Asset Management Llc/tn
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
|
|
Nikulski Financial, Inc.
|
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|
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|
TCI Wealth Advisors, Inc.
|
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|
Kathmere Capital Management, LLC
|
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|
SummitTX Capital, L.P.
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
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|
|
Robeco Institutional Asset Management B.V.
|
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|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Tudor Financial Inc.
|
|
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|
|
Summit Global Investments
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
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|
Matrix Private Capital Group Llc
|
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|
Benin Management CORP
|
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|
VestGen Advisors, LLC
|
|
|
|
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|
Elyxium Wealth, LLC
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
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|
Empirical Finance, LLC
|
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|
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|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
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|
|
Everpar Advisors Llc
|
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|
Blueshift Asset Management, LLC
|
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|
Edmond De Rothschild Holding S.a.
|
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|
Webster Bank, N. A.
|
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|
Comerica Bank
|
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|
Kingswood Wealth Advisors, Llc
|
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|
First Fiduciary Investment Counsel, Inc.
|
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|
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|
Standard Life Aberdeen plc
|
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|
Victory Capital Management Inc
|
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|
Morton Community Bank
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
Engle Capital Management, L.P.
|
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|
Ifrah Financial Services, Inc.
|
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|
Connecticut Wealth Management, LLC
|
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|
Well Done, LLC
|
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|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
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|
Spears Abacus Advisors LLC
|
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|
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|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
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|
Flagship Harbor Advisors, Llc
|
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|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
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|
Alyeska Investment Group, L.P.
|
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|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
Centennial Bank/AR/
|
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|
Yarbrough Capital, LLC
|
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|
denkapparat Operations GmbH
|
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R Squared Ltd
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
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|
Regions Financial Corp
|
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|
Laurel Wealth Advisors LLC
|
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|
Hilltop Holdings Inc.
|
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|
Los Angeles Capital Management Llc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
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|
Cohen Klingenstein LLC
|
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|
Gables Capital Management Inc.
|
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|
Norinchukin Bank, The
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
Parsons Capital Management Inc/ri
|
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|
Great Lakes Advisors, Llc
|
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|
EP Wealth Advisors, Inc.
|
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|
Texas Permanent School Fund
|
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|
Intech Investment Management Llc
|
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First United Bank Trust/
|
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D'Orazio & Associates, Inc.
|
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Eastern Bank
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
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|
Bay Harbor Wealth Management, LLC
|
|
|
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|
Garda Capital Partners Lp
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
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|
Martingale Asset Management L P
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Larson Financial Group LLC
|
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|
Fulton Bank, N.a.
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
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|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
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|
|
|
|
Savvy Advisors, Inc.
|
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FineMark National Bank & Trust
|
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Eaton Vance Enhanced Equity Income Fund
|
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|
Brinker Capital Investments, LLC
|
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|
Two Sigma Securities, Llc
|
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Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Mattson Financial Services, LLC
|
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|
Trifecta Capital Advisors, LLC
|
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|
FIL Ltd
|
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|
Mesirow Financial Investment Management, Inc.
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
Nova Wealth Management, Inc.
|
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Kestra Private Wealth Services, Llc
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Highline Wealth Partners Llc
|
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Lighthouse Investment Partners, LLC
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Kentucky Trust Co
|
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Lord, Abbett & Co. Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Chesapeake Wealth Management
|
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|
Compass Financial Services Inc
|
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Prime Capital Investment Advisors, LLC
|
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Alpha Cubed Investments, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
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|
We Are One Seven, LLC
|
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|
S-Bank Fund Management Ltd
|
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|
Duncker Streett & Co Inc
|
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|
Sheaff Brock Investment Advisors, LLC
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
Oddo Bhf Asset Management Sas
|
|
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
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|
Meridian Wealth Management, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
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|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Pitcairn Co
|
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|
|
EverSource Wealth Advisors, LLC
|
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|
BCJ Capital Management, LLC
|
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|
Barclays Plc
|
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CNB Bank
|
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Bellwether Advisors, LLC
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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|
Moneta Group Investment Advisors Llc
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Aquatic Capital Management LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
Haverford Trust Co
|
|
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|
Boston Private Wealth Llc
|
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
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|
Wedmont Private Capital
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
Tower Bridge Advisors
|
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|
one8zero8, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
J. W. Coons Advisors, LLC
|
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Arlington Trust Co LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Principal Street Partners, LLC
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
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|
|
Bayforest Capital Ltd
|
|
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|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
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|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
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|
CX Institutional
|
|
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
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Jacobs Asset Management, Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
Gryphon Financial Partners LLC
|
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|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Canandaigua National Bank & Trust Co
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
Albion Financial Group /ut
|
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|
Virtus Investment Advisers, Inc.
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
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|
Sierra Ocean, Llc
|
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|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Smith, Moore & Co.
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Sunbelt Securities, Inc.
|
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Central Pacific Bank - Trust Division
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Strategic Investment Advisors / MI
|
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|
Creative Financial Designs Inc /adv
|
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Abound Wealth Management
|
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|
Hilltop National Bank
|
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Lake Street Financial Llc
|
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1 North Wealth Services Llc
|
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|
Mufg Securities Americas Inc.
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Allred Capital Management, LLC
|
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Davis Capital Management
|
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|
Campion Asset Management LLC
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Alpine Bank Wealth Management
|
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Arkadios Wealth Advisors
|
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Itau Unibanco Holding S.A.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
Alesco Advisors Llc
|
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|
Oppenheimer & Co Inc
|
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Crewe Advisors LLC
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Legacy Private Trust Co.
|
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State of New Jersey Common Pension Fund D
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Dunhill Financial, LLC
|
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Pnc Financial Services Group, Inc.
|
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Jpmorgan Chase & Co
|
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First Community Trust Na
|
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Quarry LP
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Handelsbanken Fonder AB
|
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Groupama Asset Managment
|
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Novem Group
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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ORG Partners LLC
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
IFP Advisors, Inc
|
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Investment Management Corp of Ontario
|
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HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
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|
Formidable Asset Management, LLC
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
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|
Clear Creek Financial Management, LLC
|
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|
Bruce & Co., Inc.
|
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Citigroup Inc
|
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Farmers Trust Co
|
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Caitong International Asset Management Co., Ltd
|
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Macroview Investment Management Llc
|
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Waterloo Capital, L.P.
|
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Triumph Capital Management
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Beddow Capital Management Inc
|
|
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|
Elser Financial Planning, Inc
|
|
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|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
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|
Schmidt P J Investment Management Inc
|
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|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
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|
|
Graypoint LLC
|
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
Syntax Research, Inc.
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
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|
Congress Wealth Management LLC / DE /
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
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|
Ingalls & Snyder Llc
|
|
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
Rossby Financial, LCC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
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|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Zhang Financial LLC
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Fifth Third Wealth Advisors LLC
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WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
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Conning Inc.
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Acropolis Investment Management, LLC
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Franklin Resources Inc
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Commonwealth Retirement Investments LLC
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Hills Bank & Trust Co
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Group One Trading, L.p.
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
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TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
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IronOak Wealth LLC.
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Riggs Asset Managment Co. Inc.
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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Aviva Plc
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Profund Advisors Llc
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Ronald Blue Trust, Inc.
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Prestige Wealth Management Group LLC
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Gw Henssler & Associates Ltd
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Bayview Asset Management, Llc
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Simplex Trading, Llc
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Global Wealth Strategies & Associates
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Prana Capital Management, LP
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Field & Main Bank
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Sapient Capital Llc
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Huntington National Bank
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
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Bradley Foster & Sargent Inc/ct
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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GDS Wealth Management
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D. E. Shaw & Co., Inc.
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Principia Wealth Advisory, LLC
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Banque Cantonale Vaudoise
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Putnam Fl Investment Management Co
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Moisand Fitzgerald Tamayo, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
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Harel Insurance Investments & Financial Services Ltd.
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
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Hennessy Advisors Inc
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Linscomb & Williams, Inc.
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Old Second National Bank Of Aurora
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Russell Investments Group, Ltd.
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Toronto Dominion Bank
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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Investor's Fiduciary Advisor Network, LLC
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Nisa Investment Advisors, Llc
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Twinbeech Capital Lp
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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Centiva Capital, LP
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