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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
Aristotle Capital Management, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Private Wealth Asset Management, LLC
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Royal Fund Management, LLC
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CVA Family Office, LLC
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Nomura Holdings Inc
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Affinity Investment Advisors, Llc
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Quantum Financial Advisors, LLC
|
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|
GeoWealth Management, LLC
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
Trifecta Capital Advisors, LLC
|
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|
Unisphere Establishment
|
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NDVR, Inc.
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Northwest Bancshares, Inc.
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Coston, McIsaac & Partners
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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West Family Investments, Inc.
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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MainStreet Investment Advisors LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
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Nomura Asset Management Co Ltd
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Bare Financial Services, Inc
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Plante Moran Financial Advisors, LLC
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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Institutional Investment Strategy Fund
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Palisade Asset Management, LLC
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SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
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TCI Wealth Advisors, Inc.
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Symphony Financial, Ltd. Co.
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Winch Advisory Services, LLC
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Korea Investment CORP
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Great West Life Assurance Co /can/
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Laurel Wealth Advisors LLC
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Bragg Financial Advisors, Inc
|
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Coastal Bridge Advisors, LLC
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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|
Bank Of Nova Scotia
|
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Janney Montgomery Scott LLC
|
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Checchi Capital Advisers, LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Northern Trust Corp
|
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OMERS ADMINISTRATION Corp
|
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DekaBank Deutsche Girozentrale
|
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Progressive Investment Management Corp
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
Nova Wealth Management, Inc.
|
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Edgestream Partners, L.P.
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Old Port Advisors
|
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Vinva Investment Management Ltd
|
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|
Hantz Financial Services, Inc.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
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|
Financial Management Professionals, Inc.
|
|
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|
SageView Advisory Group, LLC
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
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|
|
JustInvest LLC
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
RMB Capital Management, LLC
|
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|
Prudential Financial Inc
|
|
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|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
|
Wealth Preservation Advisors, LLC
|
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|
|
Mather Group, Llc.
|
|
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|
|
Ameriflex Group, Inc.
|
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|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
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|
Mv Capital Management, Inc.
|
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|
|
Costello Asset Management, INC
|
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|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
BSN Capital Partners Ltd
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
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|
BankPlus Trust Department
|
|
|
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|
|
Todd Asset Management Llc
|
|
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|
|
Cromwell Holdings LLC
|
|
|
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|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
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|
|
Hartford Investment Management Co
|
|
|
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|
Alliancebernstein L.p.
|
|
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|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
Boston Private Wealth Llc
|
|
|
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|
|
Adapt Wealth Advisors, Llc
|
|
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|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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|
Qrg Capital Management, Inc.
|
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|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
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|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
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|
|
Marathon Capital Management
|
|
|
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|
Delta Investment Management, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
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|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
BI Asset Management Fondsmaeglerselskab A/S
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Keel Point, LLC
|
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|
Sandy Cove Advisors, LLC
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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|
Bangor Savings Bank
|
|
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
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|
Accordant Advisory Group Inc
|
|
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|
Frank, Rimerman Advisors LLC
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|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Sterling Capital Management LLC
|
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|
Syntegra Private Wealth Group, LLC
|
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|
Cohen & Steers, Inc.
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|
PFG Private Wealth Management, LLC
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|
Brighton Jones Llc
|
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|
Capital A Wealth Management, LLC
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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|
Glenview Trust Co
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Beutel, Goodman & Co Ltd.
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We Are One Seven, LLC
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|
Riggs Asset Managment Co. Inc.
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Farther Finance Advisors, LLC
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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CoreFirst Bank & Trust
|
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Larson Financial Group LLC
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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NewSquare Capital LLC
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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CAPROCK Group, Inc.
|
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Sumitomo Mitsui Trust Holdings, Inc.
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Westfield Capital Management Co Lp
|
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SBI Securities Co., Ltd.
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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|
Cape Cod Five Cents Savings Bank
|
|
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|
NEOS Investment Management LLC
|
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Strategic Wealth Partners, Ltd.
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Ocean Capital Management, LLC
|
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Charter Trust Co
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
Wellington Management Group Llp
|
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Macquarie Group Ltd
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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Williams Jones Wealth Management, LLC.
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|
Empirical Finance, LLC
|
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Avenue 1 Advisors, LLC
|
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|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
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|
Adviser Investments LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
|
Coldstream Capital Management Inc
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Stonegate Investment Group, LLC
|
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|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
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|
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|
EP Wealth Advisors, Inc.
|
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|
Profunds - Profund Vp Ultrabull
|
|
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|
|
Graham Capital Management, L.P.
|
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|
Sei Investments Co
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
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|
|
Graypoint LLC
|
|
|
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|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
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|
Delta Financial Group, Inc.
|
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|
Mascoma Wealth Management LLC
|
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|
Rockland Trust Co
|
|
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|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Signaturefd, Llc
|
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|
Berkshire Asset Management Llc/pa
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Savant Capital, LLC
|
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|
Charles Schwab Investment Management Inc
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
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|
Security National Bank
|
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|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Cito Capital Group, LLC
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Bell Investment Advisors, Inc
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Erste Asset Management GmbH
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Daymark Wealth Partners, Llc
|
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Confluence Investment Management Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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|
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|
Fullerton Fund Management Co Ltd
|
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|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
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|
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|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Perigon Wealth Management, LLC
|
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|
Deseret Mutual Benefit Administrators
|
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|
Scarborough Advisors, LLC
|
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|
Kennebec Savings Bank
|
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|
DnB Asset Management AS
|
|
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
CGC Financial Services, LLC
|
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|
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|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
SPC Financial, Inc.
|
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Breakwater Investment Management
|
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Candriam Luxembourg S.C.A.
|
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GenTrust, LLC
|
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Covestor Ltd
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Parkside Financial Bank & Trust
|
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|
Weil Company, Inc.
|
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|
V-Square Quantitative Management LLC
|
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|
LRI Investments, LLC
|
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Seacrest Wealth Management, Llc
|
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Bank & Trust Co
|
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Grove Bank & Trust
|
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Natural Investments, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
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|
Horan Securities, Inc.
|
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
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|
|
New Millennium Group LLC
|
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|
Legal & General Group Plc
|
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CIBC World Markets Inc.
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
|
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|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
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|
Great Lakes Advisors, Llc
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
Pitcairn Co
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
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|
Armstrong Advisory Group, Inc
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
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|
|
Jpmorgan Chase & Co
|
|
|
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|
|
Two Sigma Investments, Lp
|
|
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|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
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|
Gsa Capital Partners Llp
|
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|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Maj Invest Holding A/S
|
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Banque Pictet & Cie Sa
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Cheviot Value Management, LLC
|
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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Profunds - Profund Vp Financials
|
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|
Five Oceans Advisors
|
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Okabena Investment Services Inc
|
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
Plimoth Trust Co Llc
|
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Holos Integrated Wealth LLC
|
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One Wealth Capital Management, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
Oakworth Capital, Inc.
|
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Peak6 Llc
|
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Guggenheim Strategic Opportunities Fund
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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|
Synovus Financial Corp
|
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Gratus Wealth Advisors, LLC
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Abound Wealth Management
|
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BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
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Sagespring Wealth Partners, Llc
|
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Mn Services Vermogensbeheer B.V.
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
Hm Payson & Co
|
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IXG - iSHARES TRUST - iShares Global Financials ETF
|
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Gateway Investment Advisers Llc
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Founders Capital Management, Llc
|
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TD Waterhouse Canada Inc.
|
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Mount Yale Investment Advisors, LLC
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KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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Concorde Asset Management, LLC
|
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Total Investment Management Inc
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Gilman Hill Asset Management, LLC
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
Sit Investment Associates Inc
|
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|
OneAscent Wealth Management LLC
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Gs Investments, Inc.
|
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Ibex Wealth Advisors
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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Voya Global Advantage & Premium Opportunity Fund
|
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Sequoia Financial Advisors, LLC
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Westmount Partners, LLC
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Norden Group Llc
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Estabrook Capital Management
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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SJS Investment Consulting Inc.
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
Sivia Capital Partners, LLC
|
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|
Thrivent Financial For Lutherans
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Wedbush Securities Inc
|
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|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Woodmont Investment Counsel Llc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Chicago Capital, LLC
|
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Guinness Asset Management LTD
|
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AustralianSuper Pty Ltd
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
Vident Advisory, LLC
|
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|
|
Granite FO LLC
|
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|
Us Bancorp \de\
|
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|
Norinchukin Bank, The
|
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|
Illinois Municipal Retirement Fund
|
|
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|
Center for Financial Planning, Inc.
|
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|
Clear Creek Financial Management, LLC
|
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|
Cidel Asset Management Inc
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
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|
Great Diamond Partners, LLC
|
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
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|
New Century Financial Group, LLC
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
|
Dagco, Inc.
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
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|
Millstone Evans Group, LLC
|
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|
Colonial Trust Co / SC
|
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Tower Bridge Advisors
|
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|
Entruity Wealth, LLC
|
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|
Parcion Private Wealth LLC
|
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|
Institute for Wealth Management, LLC.
|
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|
Allspring Global Investments Holdings, LLC
|
|
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|
Associated Banc-corp
|
|
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|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
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|
|
Eqis Capital Management, Inc.
|
|
|
|
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|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
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|
Old National Bancorp /in/
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
Maryland State Retirement & Pension System
|
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|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Wolverine Trading, Llc
|
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Trust Asset Management LLC
|
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AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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|
Evermay Wealth Management Llc
|
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|
Peddock Capital Advisors, Llc
|
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Profunds - Profund Vp Large-cap Growth
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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|
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|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
|
Green Harvest Asset Management LLC
|
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|
Washington Trust Advisors, Inc.
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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Northwestern Mutual Investment Management Company, Llc
|
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Contravisory Investment Management, Inc.
|
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Maridea Wealth Management LLC
|
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Accel Wealth Management
|
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|
RiverFront Investment Group, LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Grimes & Company, Inc.
|
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|
Empower Advisory Group, LLC
|
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|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
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|
|
CIBC Private Wealth Group, LLC
|
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|
Bahl & Gaynor Inc
|
|
|
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|
|
Ignite Planners, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
Clear Street Markets Llc
|
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|
WPG Advisers, LLC
|
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|
Park Place Capital Corp
|
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North Star Investment Management Corp.
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
Cresset Asset Management, LLC
|
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|
Bank Of Montreal /can/
|
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Ancora Advisors, LLC
|
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Round Rock Advisors, LLC
|
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|
Chicago Partners Investment Group LLC
|
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Courier Capital Llc
|
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New Age Alpha Advisors, LLC
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Banque Transatlantique SA
|
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Rakuten Investment Management, Inc.
|
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Oak Ridge Investments Llc
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
IFP Advisors, Inc
|
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|
Natixis Advisors, L.p.
|
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BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
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Readystate Asset Management Lp
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
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|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
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|
|
Heritage Wealth Advisors
|
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|
Flagship Wealth Advisors, Llc
|
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|
Nbt Bank N A /ny
|
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|
|
Revolve Wealth Partners, LLC
|
|
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|
|
Inceptionr Llc
|
|
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|
|
Bessemer Group Inc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
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|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
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Simon Quick Advisors, Llc
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Level Four Advisory Services, Llc
|
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|
HBK Sorce Advisory LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
IAG Wealth Partners, LLC
|
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|
Mackenzie Financial Corp
|
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|
Insigneo Advisory Services, Llc
|
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
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|
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|
Patton Albertson Miller Group, Llc
|
|
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|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
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|
|
Choate Investment Advisors
|
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|
Astoria Portfolio Advisors LLC.
|
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|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
|
Jacobi Capital Management LLC
|
|
|
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|
Profunds - Profund Vp Bull
|
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|
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|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
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|
MQS Management LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
D.a. Davidson & Co.
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
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|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
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|
UniSuper Management Pty Ltd
|
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|
Keebeck Alpha, LP
|
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E. Ohman J:or Asset Management AB
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
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|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
|
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|
Portside Wealth Group, LLC
|
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|
Jane Street Group, Llc
|
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|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
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|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
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|
Morgan Stanley
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
Groupe la Francaise
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Hemington Wealth Management
|
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|
Regions Financial Corp
|
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|
Ing Groep Nv
|
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
Xponance, Inc.
|
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|
Public Sector Pension Investment Board
|
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|
Letson Investment Management, Inc.
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
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|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
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|
Commerce Bank
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
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|
FJ Capital Management LLC
|
|
|
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|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Philo Smith Capital Corp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
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|
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|
Kinneret Advisory, LLC
|
|
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
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|
Enzi Wealth
|
|
|
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|
IMA Wealth, Inc.
|
|
|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Basswood Capital Management, L.l.c.
|
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Searle & Co.
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
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|
Exchange Traded Concepts, Llc
|
|
|
|
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|
L2 Asset Management, LLC
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Segment Wealth Management, LLC
|
|
|
|
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|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
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|
Jones Financial Companies Lllp
|
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|
Meeder Advisory Services, Inc.
|
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|
|
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|
Winnow Wealth Llc
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
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|
Hilltop Partners LLC
|
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|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Lowe Brockenbrough & Co Inc
|
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|
Westpac Banking Corp
|
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Blair William & Co/il
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
Burke & Herbert Bank & Trust Co
|
|
|
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|
Dogwood Wealth Management LLC
|
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|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
WealthPLAN Partners, LLC
|
|
|
|
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|
S-Bank Fund Management Ltd
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
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|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
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|
Warren Averett Asset Management, LLC
|
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
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|
Payden & Rygel
|
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|
Resona Asset Management Co.,Ltd.
|
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ASR Vermogensbeheer N.V.
|
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JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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Dividend Asset Capital, Llc
|
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Fort Sheridan Advisors Llc
|
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Mesirow Financial Investment Management, Inc.
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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|
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|
Cyndeo Wealth Partners, LLC
|
|
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
AE Wealth Management LLC
|
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|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
Pring Turner Capital Group Inc
|
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|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
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|
Lyrical Asset Management Lp
|
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
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|
|
Close Asset Management Ltd
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
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Delta Asset Management Llc/tn
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
Fiera Capital Corp
|
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|
Rafferty Asset Management, LLC
|
|
|
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|
Ethic Inc.
|
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
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|
|
Toroso Investments, LLC
|
|
|
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|
Intech Investment Management Llc
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Swedbank AB
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
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Ballentine Partners, LLC
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Tokio Marine Asset Management Co Ltd
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Impact Investors, Inc
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Cullen/frost Bankers, Inc.
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WealthTrust Axiom LLC
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Crews Bank & Trust
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Aristotle Atlantic Partners, Llc
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
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Reuter James Wealth Management, Llc
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Advisors Asset Management, Inc.
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Allianz Asset Management GmbH
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Howard Bailey Securities, Llc
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
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Benjamin Edwards Inc
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Financial Perspectives, Inc
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Pinnacle Associates Ltd
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Teachers Insurance & Annuity Association Of America
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Chilton Investment Co Llc
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Moors & Cabot, Inc.
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Independence Bank of Kentucky
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Rhumbline Advisers
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MetLife Investment Management, LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Sienna Gestion
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Everence Capital Management Inc
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Siemens Fonds Invest GmbH
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Pictet Asset Management Holding SA
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Abn Amro Investment Solutions
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Russell Investments Group, Ltd.
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Mercer Global Advisors Inc /adv
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Tiemann Investment Advisors, Llc
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Brandywine Global Investment Management, LLC
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Michels Family Financial, LLC
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Asset Advisors Investment Management, LLC
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Evercore Wealth Management, LLC
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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HFM Investment Advisors, LLC
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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Pennsylvania Capital Management Inc /adv
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Perritt Capital Management Inc
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Td Private Client Wealth Llc
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GWM Advisors LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Centaurus Financial, Inc.
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Jefferies Financial Group Inc.
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Financial Network Wealth Advisors LLC
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Rise Advisors, LLC
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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Sovran Advisors, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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Geode Capital Management, Llc
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Brevan Howard Capital Management LP
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State Street Corp
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1776 Wealth LLC
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Boyar Asset Management Inc.
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Drive Wealth Management, Llc
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State of Tennessee, Treasury Department
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Guardian Wealth Advisors, Llc / Nc
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Fulton Bank, N.a.
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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Hobbs Group Advisors, LLC
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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Fort Point Capital Partners LLC
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Pathstone Holdings, LLC
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McElhenny Sheffield Capital Management, LLC
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Frederick Financial Consultants, LLC
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Gitterman Wealth Management, LLC
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
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Standard Life Aberdeen plc
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Banque Cantonale Vaudoise
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Klp Kapitalforvaltning As
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
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Ontario Teachers Pension Plan Board
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Mengis Capital Management, Inc.
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Western Wealth Management, LLC
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
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Eagle Bay Advisors LLC
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Hohimer Wealth Management, Llc
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PFS Partners, LLC
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
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Harwood Advisory Group, LLC
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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SG Americas Securities, LLC
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Radnor Capital Management, LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
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Leeward Investments, LLC - MA
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Promus Capital, LLC
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Quotient Wealth Partners, LLC
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Patriot Financial Group Insurance Agency, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Norges Bank
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Pin Oak Investment Advisors Inc
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FIL Ltd
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Foster Group, Inc.
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Mairs & Power Inc
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Kingsview Wealth Management, LLC
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Nbc Securities, Inc.
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
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Smithfield Trust Co
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Bank of New York Mellon Corp
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Arrowstreet Capital, Limited Partnership
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WealthTrak Capital Management LLC
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Capital World Investors
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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Clifford Swan Investment Counsel Llc
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FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
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Tectonic Advisors Llc
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Impact Asset Management GmbH
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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Morningstar Investment Management LLC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Teachers Retirement System Of The State Of Kentucky
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
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Wealthstar Advisors, Llc
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Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
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Penserra Capital Management LLC
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Atria Investments Llc
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Private Advisor Group, LLC
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REDWX - Aspiration Funds - Aspiration Redwood Fund
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Alta Advisers Ltd
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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Assetmark, Inc
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Capstone Investment Advisors, Llc
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Washington Capital Management Inc
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JBF Capital, Inc.
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Apollon Wealth Management, LLC
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Perennial Investment Advisors, LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
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Neuberger Berman Group LLC
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Everett Harris & Co /ca/
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Zions Bancorporation, National Association /ut/
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Camden Capital, LLC
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Activest Wealth Management
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DRW Securities, LLC
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Empirical Asset Management, LLC
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Proficio Capital Partners LLC
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FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
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Varma Mutual Pension Insurance Co
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Cerro Pacific Wealth Advisors LLC
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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National Pension Service
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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Kimelman & Baird, LLC
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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B. Metzler seel. Sohn & Co. AG
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Sanibel Captiva Trust Company, Inc.
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HighTower Advisors, LLC
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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Lazard Asset Management Llc
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Icon Wealth Advisors, LLC
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Godsey & Gibb Associates
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Armstrong, Fleming & Moore, Inc
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Kempen Capital Management N.v.
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IFM Investors Pty Ltd
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Royal Bank Of Canada
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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Evoke Wealth, Llc
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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CBIZ Investment Advisory Services, LLC
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Cozad Asset Management Inc
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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Centiva Capital, LP
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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Retirement Systems of Alabama
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First Bank & Trust
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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Mirae Asset Global Investments Co., Ltd.
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BLPIX - Profunds - Bull Profund Investor Class
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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Bremer Bank National Association
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
CX Institutional
|
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|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
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|
Private Wealth Management Group, LLC
|
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
US Asset Management LLC
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|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
TigerOak Management, L.L.C.
|
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|
Verity & Verity, LLC
|
|
|
|
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|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
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|
Nordwand Advisors, LLC
|
|
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|
Journey Strategic Wealth Llc
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Forum Financial Management, LP
|
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|
True Wealth Design, LLC
|
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|
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|
|
Arkadios Wealth Advisors
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
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Carret Asset Management, Llc
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Principia Wealth Advisory, LLC
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Reyes Financial Architecture, Inc.
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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Pointe Capital Management LLC
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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Accredited Investors Inc.
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Fifth Third Bancorp
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Groupama Asset Managment
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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Zhang Financial LLC
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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WFA of San Diego, LLC
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Aquatic Capital Management LLC
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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Kestra Investment Management, LLC
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Spinnaker Trust
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Wilkins Investment Counsel Inc
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
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RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
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New York State Common Retirement Fund
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White Lighthouse Investment Management Inc.
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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Ledyard National Bank
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J.w. Cole Advisors, Inc.
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Buckingham Strategic Partners
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Flagship Harbor Advisors, Llc
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